CRM - Automation - Function: Time Limiter

With SprintHub, you can optimize your CRM automations by controlling the execution time of actions. It is possible to limit Leads, allowing only a specific number to move forward every X hours or days, or even set strategic delays at the start of actions for a more organized and efficient flow.

This limiter is also available in the 360° Customer Service Automations and Automation Flows

Attention: Time-based automation limiting is an advanced option for automations. If you're not sure whether to use this option, it is recommended that you keep it disabled.

1. Create an Automation:

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

In this example, no triggers or conditions were used, as the stage change will be triggered directly by the movements within the Opportunity cards themselves.

To create this automation in the funnel, switch to the “Pipeline Automations” tab and click “+ New Automation.”

CONCLUSION

Using the time limiter in SprintHub’s CRM automations is a powerful strategy to ensure greater control and efficiency in your processes. With this feature, you avoid workflow overload, ensure an appropriate pace for Leads to advance, and improve time management in automated actions. The result is a more organized process, with greater focus on quality and personalization in customer relationships.