# CRM Automations with the condition "Does the lead have a case in SAC"

<figure><img src="/files/a5149e4503d67ac5780951a100fcee4501173aa0" alt=""><figcaption></figcaption></figure>

Automation in the CRM based on the condition "The Lead Has a Service Interaction in SAC" is a powerful strategy to improve efficiency, personalization, and the tracking of customer interactions.

Access the **CRM**, and click on **Automations**;

<figure><img src="/files/9eda963fd40ab0cb65a33f769c7ccf659569309f" alt=""><figcaption></figcaption></figure>

Set the **title** and the **condition**, which, in this case, will be '*Does the lead have a service interaction in SAC?*'.

<figure><img src="/files/be1afac60d28245302dba265dfe2cbf589cc0748" alt=""><figcaption></figcaption></figure>

Set the **settings**;&#x20;

<figure><img src="/files/be976daaf3ae45a7e975c0f0c54a8495553133a8" alt=""><figcaption></figcaption></figure>

Configure the **condition** that must be met for the **automation to be triggered**.&#x20;

Determine what you want the CRM to do when the condition is met.

In the example, we will use '**Send notification to an employee**'.&#x20;

*But you can set other conditions, such as:*

'**Create Task**': You can schedule a task for the sales team to perform a personalized follow-up after a service interaction.

<figure><img src="/files/4c1c9afaa5d7517e0b15776b6f617ad90f8b413b" alt=""><figcaption></figcaption></figure>

Specify which employee you will send the notification to, what the message will be, and click "Save";&#x20;

<figure><img src="/files/faa530a8fd66d328291a8daad3b9c57d1d668025" alt=""><figcaption></figcaption></figure>

After saving your automation, click on the '<mark style="color:green;">**Play**</mark>' icon to activate it.&#x20;

<figure><img src="/files/09f3d0afd12d9720899730efff97711ab96908ee" alt=""><figcaption></figcaption></figure>

<mark style="color:purple;">**See similar articles:**</mark>

{% content-ref url="/pages/4a1c7e56fdf5b057a091070b52862d8b0cbe813f" %}
[CRM](/en/topics/general/crm.md)
{% endcontent-ref %}


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