Automation

Create and manage sales automation workflows

Total Automations

6

Active workflows

Active

4

Running now

Total Executions

3,746

This month

Time Saved

156h

Estimated monthly

Automation Templates

Active Automations

Auto-Qualify Hot Leads

Automatically mark leads with engagement score > 80 as qualified

Trigger: Engagement Score Increases
Action: Move to Qualified Stage
Executions: 2,847
Last: 2024-02-28 14:32
Active

Send Follow-up Email

Send follow-up email 3 days after proposal sent

Trigger: Proposal Sent
Action: Send Email
Executions: 156
Last: 2024-02-27 10:15
Active

Alert on Stalled Deals

Notify sales rep when deal has no activity for 14 days

Trigger: No Activity (14 days)
Action: Send Notification
Executions: 89
Last: 2024-02-28 09:45
Active

Update Deal Value

Automatically update deal value based on contract terms

Trigger: Contract Signed
Action: Update Deal Value
Executions: 234
Last: 2024-02-25 16:20
Paused

Auto-Assign New Leads

Automatically assign new leads to sales reps based on territory

Trigger: New Lead Created
Action: Assign to Rep
Executions: 412
Last: 2024-02-28 13:50
Active

Generate Performance Report

Generate weekly performance report every Monday 9 AM

Trigger: Schedule (Weekly)
Action: Generate Report
Executions: 8
Last: 2024-02-26 09:00
Paused

Execution Trends

Auto-Qualify Hot Leads
2847
Send Follow-up Email
156
Alert on Stalled Deals
89
Update Deal Value
234

Benefits

Time Saved

156 hours

Estimated monthly savings

Errors Reduced

99%

vs manual processes

Process Efficiency

+245%

Improvement in throughput