CRM - Automation - Function: Time Limiter

With SprintHub, you can optimize your CRM automations by controlling the execution timing of actions. You can limit Leads, allowing only a specific quantity to advance 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 present in 360º SAC Automations and Automation Flows

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

Create an Automation:

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

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

To create this automation in the funnel. Switch to the “Funnel 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 automatic actions. The result is a more organized process, with greater focus on quality and personalization of customer relationships.

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Last updated 7 months ago

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hashtagWith SprintHub, you can optimize your CRM automations by controlling the execution timing of actions. You can limit Leads, allowing only a specific quantity to advance every X hours or days, or even set strategic delays at the start of actions for a more organized and efficient flow.

With SprintHub, you can optimize your CRM automations by controlling the execution timing of actions. You can limit Leads, allowing only a specific quantity to advance every X hours or days, or even set strategic delays at the start of actions for a more organized and efficient flow.