12 docs tagged with "automations"

Automatically adds followers to deals when they enter a stage

Automatically adds notes to deals when they enter a stage

Automatically adds CRM tags to deals when they enter a stage

Automatically reassigns deal ownership when deals enter a stage

Automatically creates InstaReports for deal contacts when deals enter a stage

Automatically creates InstaSites for deal contacts when deals enter a stage

Automatically creates reminders for deals when they enter a stage

Deal import and automation workflow processing

Automatically moves deals to a different stage

Automatically removes CRM tags from deals when they enter a stage

Automatically sends emails to deal contacts when deals enter a stage

Automatically sends SMS messages to deal contacts when deals enter a stage