> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/common-questions/automation-template/crm-automation-template/template-crm-automation-model-for-funnel.md).

# Template - CRM Automation Model for Funnel

## In SprintHub, it is easy to create and use automation Templates to streamline the process across different stages and funnels of your CRM. Follow the steps below to create and use your Templates:

### 1. Create an Automation:

   \- Access your CRM and go to the Automations section, then switch to “Funnel Automations"

   \- Click "New Automation".

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXc_oDP8EgHp890GsFDsWur8L_KC26ugbRuWMO1KI9qLUQNx4o8pxJm_JRBX5s_SfP7s9K0XBf7DWooqdWzdKCfWcfylt9kyHow-i7C0v5gqxXQAtJNwj6O4CjS-WMNlF4Rix2NIXTL4bu5tEz-dkt5Qp1ul?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

### 2. Configure and Save:

&#x20;  \- Configure your automation according to your needs.

&#x20;  \- After configuring it, be sure to save the changes.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcL77bHdiFhhjxmT7-nOmjZuD6pz4pwtDb6juMBUzrELcZIK43oTNjpuIMuLHBtvJFW73WZzhYdjZnG8Ke55_6doWiWHHrdBkgW-XcN1MpMBfEsRypa1CXt8Fn51Q8JRhE91Kl6Uh5LbafWIOTALaME2vR1?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

### 3. Edit the Automation:

&#x20;  \- After saving, go back to the automation editing page by clicking the edit button.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdz2fehUJgOvFgzfLB66rsUtKpJ9cKillj_8VE22JF0IT8q96jnMl9wh4gL-R830cEvmWz4tzqrTTXoQ6fzCZyPQQ_1fjbA0OaP98Fksr797N_rFLEmtONlQBg6yg36ig0JYdfWlAeVTw-EKD4XsbqvImIz?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

### 4. Create a Template:

&#x20;  \- In the upper-right corner of the automation editing screen, click "Create Template".

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdZIAbpj3Ub1SoOX4xifgU_9J831-epXMAuilsKBfJ3AlRDhsTQSBH0iQXByo4fvpgFPgqvprjSqRXyjlwh7GBtCVs2lNwvlh-nmJTHUuvOCQcmpxtfm3__4GUM6ovv3UHXiUR8hgFA3sEumz_E7Qg4_Iw?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

### 5. Configure the Template:

&#x20;  \- Give your Template a descriptive name.

&#x20;  \- Add a short description for identification.

&#x20;  \- Choose whether you want to make the Template public or private.

&#x20;  \- Select the users you want to share the Template with. Only these users will be able to view and use the Template.

&#x20; \- Finish by clicking "Save Template".

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXfoS31X-uA-CLZjWZa_kVt570oL8WR9a1bF__l87pocZDCdFdPgLFBvIu5YIvU-OJ44jdk8JfM3ilE5OssQKdZ6AQZCP1hxVyDxhCClKGxEjpKNpBICCFLTtR7qVny1i-Xn2GkrMusQOVbNBZDsoboqnuU?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

### 6. Use the Template in Other Automations:

&#x20;  \- To use the template created in other funnels, choose which funnel you want to use it in

&#x20;  \- On the automation creation screen, choose the option to select a Template.

&#x20;  \- All saved Templates will be available for selection.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXclXHn3wDp63j66tOyGN-KHzOJNLOP_o5PNU__zbwV6CEH-EhwKpXuA5F1_XqqT7DKCUpMivZphDSA7o7__m1vxjlxdbFimF3an-YsPVfUC3UTI5lhPy3x1YYFSgAf4dt3OIYj00JNpgiKv9Z2K7tO_q9ct?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcI9s5WahUGNVsbHcTVH17GHBar4OC1E47MPLhKymf5apswjduR-k721luBKzoUWg3CRu_iplEGdLQnK-cx8dq3lUMK3fxGW1fDsIlx9BRsgOV4YiExnY9L4AhWBZ5rgt2TIxmDi9QKHQofP6U1NZ-I2Ac?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdQC8KcmfBQmaJabtNcTIKi8SXM4H04bAJ0fzxhOLwTIg0eRE7NmF9zBSO8nDr44WC4wguRmt_UlblzHsmWvZ_O5xSv7KsT1bwpknnOuaOxRaBG3WxJh6hB-d_lKekKwC8I0p-VVjR2ahl5k3EzDvgmilAC?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcEbkJzfY47vc2h54VyyXqKhOBSRcCUW37wXPletwqRY15NWomdU6pLjXNu5kU09JWLNKv0nxAk68UuleE_OXMOaYxhj_vLwi9qO2CpEK5_dJ48ZzESqCpfcWKi-oQK2OFzojP2ciA5WgOroeVuVO4_1FQ?key=itQXpph8mQFHambjdw9Qew" alt=""><figcaption></figcaption></figure>

*With these steps, your Template will be ready to be used in various parts of your CRM, saving time and maintaining consistency in automations.*


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