CRM - Automation - Function: Delay automation start

With SprintHub, you optimize your CRM automations by controlling the start time of each automation. You can define time limits for startup, allowing, for example, an automation to run only after another is completed, or after information in the Lead has been 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 the next steps are executed.

If this option is enabled, the automation will only start after the configured time (including trigger and condition checks). NOTE: This option is not applied when you start this automation in bulk (when publishing the automation).

This limiter is also in 360º SAC Automations

1. Create an Automation:

• Access your CRM: Through “Find Services.” Or just type the name, and the function appears.

• Go to the Automations section.

• Start creating: Click on "Create Automation" using the "+" button.

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Configure a Trigger: You can use a trigger of your choice.

• Set up the Condition: You can use one or more conditions of your choice.

But attention: 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: You can 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 “Pipeline Automations” tab and click “+ New Automation.”

CONCLUSION

Controlling the startup time of automations in SprintHub helps make your workflows smarter and more organized, ensuring that each step happens at the right time and with the correct information. In addition to optimizing the Lead experience, this practice contributes to more efficient management of your sales and relationship processes.