CRM - Automation with Email

Creating a step-by-step automation involves building an automated process to perform specific tasks without manual intervention.

To create an Automation in the CRM with Email, follow the step-by-step;

1. After opening your CRM, click on “Automations”;

You can create these Email Automations:

• Send email to the Lead;

• Send email to an employee.

In the example of this tutorial, the Automation “Send email to the Lead” is being created;

1. To create the Automation, click the “+” icon;

1. Enter a Title;

2. If necessary, add a “Trigger”;

3. If necessary, add a “Condition”;

For the action to start only when the Lead enters the Opportunity there is no need for a Trigger or Condition.

1. In actions, click the “New Action” button and select one of the Email sending options (in the example, sending email to the lead);

1. Configure the action;

• Choose whether it is by Marketing Email or IMAP Email;

• For Marketing Email, select which one will be sent (creation in the Email function is required;

• For IMAP Email, the sending settings will appear to be configured directly on the screen.

1. Enter a complete description;

2. In “Repeat Actions”, leave as “No repetitions”;

3. In “Only a single trigger per opportunity?”, set to “YES”.

It is not possible to send the same email multiple times, the Automation will fail with a notice that the Email has already been sent.

1. Click “Save Automation”;

1. To activate the Automation, click the “Play” icon;

Done, your Automation is ready and running!