VIDEO TUTORIAL · 1:14
Automations
Automate recurring lead work with "when X happens, do Y" rules: a welcome email, a notification to you, or adding the lead to an email-marketing list.
English AI narration · Embedded English captions · Sample demonstration data
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Follow the steps in your account
Open in platform Sign-in and access to this tool are required.
Before you start
- To add leads to a MailerLite, Brevo or Mailchimp list, connect that account under "Connected accounts" first.
Step by step
- Under "New Automation" give it a descriptive name, e.g. "Welcome email to new leads".
- Choose when it runs (Trigger): "New Lead" or "Lead Status Change". For a status change choose which status (e.g. Converted).
- Choose the action: Send Email to the Lead, Email Notification to me, or Add to MailerLite Group / Brevo List / Mailchimp Audience.
- For email, write the subject and content. Use the variables {name}, {email} and {phone} to fill in the lead's details automatically.
- Click "Create Automation". It appears under "My Automations" as Active.
- From the list see how many times it ran and when it last ran, and Pause/Activate or Delete it.
Common questions
- The automation does not send.
- Check it is Active and the lead has an email. For third-party lists, check the account connection is still valid.
- "You do not have permission for this action".
- Your role is view-only. Ask your account owner for edit rights.