CRM - Automation - Function: Delay automation start
With SprintHub, you optimize your CRM automations by controlling the start time of each automation. You can set time limits for the startup, allowing, for example, an automation to run only after another has finished, or after information on the Lead is filled in or updated.
This way, you ensure that automations occur at the ideal moment, respecting dependencies between processes and ensuring the integrity and currency of the data before executing the next steps.
If this option is enabled, the automation will only start after the configured time (including checking triggers and conditions). NOTE: This option is not applied when you start this automation in bulk (when publishing the automation).
This limiter is also present in the 360º SAC Automations
Create an Automation:
Access your CRM: Through “Find Services”. Or just type the name, and the function appears.
Go to the Automations section.
Start creation: Click "Create Automation" using the "+" button.
Configure and Save:
Enter a Title: Give the automation a descriptive name.
Set up a Trigger: You can use a trigger of your choice.
Configure the Condition: You can use one or more conditions of your choice.
But note: without using triggers, it will be necessary to enable condition checks. These checks will occur at varying time intervals, which can range from minutes to hours, depending on the number of automations and leads in your instance.
Choose the Action: It is possible to use one or more actions of your choice.
Configure the Action.
Describe exactly what the action will do.
Save the Automation: After configuring, save the automation.
To create this automation in the funnel. Switch to the “Funnel Automations” tab and click “+ New Automation.”
CONCLUSION
Controlling the start time of automations in SprintHub allows you to make your flows smarter and more organized, ensuring that each step happens at the right time and with the correct information. In addition to optimizing the Lead's experience, this practice contributes to more efficient management of your commercial and relationship processes.
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