How It Works
Stage-triggered, not global
Each automation is tied to one specific deal stage move. If you do nothing for a stage, nothing is sent.
V1 Action
Send email or SMS template
Build an immediate message plus as many delayed follow-ups as you want, each with its own wait time and guardrails.
Safety
Still-in-stage check
Delayed follow-ups are cancelled if the deal moves out of the trigger stage before the wait period finishes.
Active Automations
These only fire for their selected trigger stage.
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Create your first stage-based automation to send an email when a deal lands in a specific pipeline stage.
Trigger:
Recent Execution Activity
See what ran, what was cancelled, and what still needs attention.
No automation executions recorded yet.
Trigger stage:
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Deal:
Lead:
•
Created:
Next run: