# 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”;

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXft-ZNELtnLdWP1hmO6_jsNS6AiCRCcyrNB2wFhPof4nd8VZIOAVq91BJG0TAOj8RJy_UdVhtujjv7Gnw1q4Nxuq0GHTi1caBwMzxPckDqvdeBNsROPg-zbI2NYzwEbHIOlIkt5gBv95VmJBKR77eP1iaN0?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

You can create these Email Automations:&#x20;

* 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;

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

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXeV-F84JJYn190nM_Aad0qOutn4ujJVdCOh8r5Lu7cVkh8Ts9E1sXw7HT-zKgrNYDscBkd8mH5XEvxNEjrRvMsbvMpG29pYZw--PKoLDSlrBT2YzgSlNF3epvi3ahsve8GDFR38HdWe5Wgxt_ZZKTpC2Ky3?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

3. Enter a Title;
4. If necessary, add a “Trigger”;&#x20;
5. 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.

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

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXetQ0VSNrJVW2gY3Iu6FeSKY9WHv3fdyc6cpHjNqx-H3Oll_IUVzFIHTM2nghDT2SY8z_iVo-wYFzlCNUGrMu1QlUQWyOzHU41I2G5WMTM5e3V0RS9AJkm8v3tgbxraI1_-dP5AElTo4Y5XjrN-jDexevt-?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

7. 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.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXd2S07TzzJdF6r9xbDbRRxIumOps2l7RbeWY08580Il2RvC8OmknzB0iSYfQENYAtHvv-y8IXx_e4ZYsKt8-hXh9b6QOOQPkhCacMhfdlsWyLmR2TFuTk6pgo6XRCFItzmCk_Kpq5_5rC16jprUcSOmXO7w?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcJydPAQsD4dZzucDeh1V9IqY6pZw7vJqKINSlidJ1PHLPrq_XzEH_y05qO9gDZYVfl754dpOTx2vt5RyDopop2W4MnnDcyvgp7WZuI4odF4ViCt4NxP6JzTeY7CluyXqCarJNOKzGtxfv-tpKeSKaIjmYl?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

8. Enter a complete description;
9. In “Repeat Actions”, leave as “No repetitions”;
10. &#x20;In “Only a single trigger per opportunity?”, set to “YES”.&#x20;

{% hint style="danger" %}
*<mark style="color:red;">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.</mark>*&#x20;
{% endhint %}

11. Click “Save Automation”;

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcJhi-_dZNgp3OlpJ7td3w1wRcGP68A0pO0FclRIWsy7NnG6kwQah6d_y1wxARnfNI9r7sA_uhi8ANbSNpJIV-9blovPv__zMBO-jI8BtJVCsCbn60n1pi-R2fr8ichP9WtBtdIYIM_HlVQqqVjFwkh_uvi?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

12. &#x20;To activate the Automation, click the “Play” icon;

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXfWeITZZUNreTDe4RgS-Fdpx_j4e1c2iSqfMN3WDfoBQKpOb24HEQLrt6CnycwqX3guedFjr5PAoFhQyrstFun7EQmsVDsq512UtUzJk-LJaSKW4XUABOZQJgwd47gnR_vaZVghUZGCuzZE24iJuX-hEfxs?key=XZZwi_ctHt7JDrQUQcq-LQ" alt=""><figcaption></figcaption></figure>

*Done, your Automation is ready and running!*


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