> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/relate.md).

# Relate

- [Automation Flows](https://docs.sprinthub.com/en/topics/relate/automation-flows.md)
- [Automatic Selectors](https://docs.sprinthub.com/en/topics/relate/automation-flows/automatic-selectors.md): How to automatically detect support cases, tasks, and opportunities using Automatic Selectors.
- [Tutorial Videos](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos.md)
- [Automation Flow - Ways to Trigger](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flow-ways-to-trigger.md)
- [How to Delete Leads from Comments](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/how-to-delete-leads-from-comments.md)
- [Restricting Leads and Creating Opportunities for the User Who Created Them](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/restricting-leads-and-creating-opportunities-for-the-user-who-created-them.md)
- [Automation Flows - Triggering messages through the Switch](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flows-triggering-messages-through-the-switch.md)
- [Automation Flow - Bulk Archiving Old Leads](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flow-bulk-archiving-old-leads.md)
- [Automation Flows - Segment and form trigger](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flows-segment-and-form-trigger.md)
- [Automation Flow - Running Chatbot](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flow-running-chatbot.md)
- [Automation Flow - Creating Marketing Automation for Email and WhatsApp Cadence](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flow-creating-marketing-automation-for-email-and-whatsapp-cadence.md)
- [Automation Flows - Segmenting Leads with and without Opportunities in CRM](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flows-segmenting-leads-with-and-without-opportunities-in-crm.md)
- [Automation Flows - Birthday Greetings for the Contact](https://docs.sprinthub.com/en/topics/relate/automation-flows/tutorial-videos/automation-flows-birthday-greetings-for-the-contact.md)
- [Triggers](https://docs.sprinthub.com/en/topics/relate/automation-flows/triggers.md): A trigger is a specific event that starts the sequence of automatic actions within that flow. It acts as the "trigger" that tells the platform when to start the automation process.
- [Automation Flow - Did the Lead receive or open an email?](https://docs.sprinthub.com/en/topics/relate/automation-flows/triggers/automation-flow-did-the-lead-receive-or-open-an-email.md): These triggers are a valuable indicator of lead interest and engagement. When someone takes the initiative to click an email link, it shows interest in the content or offer.
- [Automation Flow - Visited a landing page?](https://docs.sprinthub.com/en/topics/relate/automation-flows/triggers/automation-flow-visited-a-landing-page.md): You can automate actions in your flow when a lead visits a page with a specific device.
- [Automation Flow - Submitted a form?](https://docs.sprinthub.com/en/topics/relate/automation-flows/triggers/automation-flow-submitted-a-form.md): You can automate actions in your flow when a lead submits a form.
- [Actions](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions.md): An action in an automation flow is a specific step that is executed automatically in response to a trigger or predefined condition.
- [Automation Flows - Action: Execute task with Copilot](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flows-action-execute-task-with-copilot.md)
- [Automation Flows - Create New Opportunity](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flows-create-new-opportunity.md)
- [Automation Flow - How to Create Opportunities at Different Stages in the CRM Funnel](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-how-to-create-opportunities-at-different-stages-in-the-crm-funnel.md)
- [Automation Flow - Sending meeting data via Webhook](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-sending-meeting-data-via-webhook.md)
- [Automation Flow - Lead removal via Tag](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-lead-removal-via-tag.md)
- [Automation Flow - Lead removal via Segment](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-lead-removal-via-segment.md)
- [Automation Flow - Change/Delete lead information](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-change-delete-lead-information.md)
- [Automation Flow - Splitting Departments and Configuring Sending Cadence](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-splitting-departments-and-configuring-sending-cadence.md): How to distribute the Leads from one department into two or more, and send messages on different days, to avoid bans on WhatsApp Web accounts.
- [Conditions](https://docs.sprinthub.com/en/topics/relate/automation-flows/conditions.md): A condition is a rule or criterion that determines which path or action the flow should follow based on the available information or the actions of the leads.
- [Automation Flow - Has a valid WhatsApp?](https://docs.sprinthub.com/en/topics/relate/automation-flows/conditions/automation-flow-has-a-valid-whatsapp.md): You can set a condition in your flow based on validating the lead's WhatsApp number.
- [Automation Flow - Lead Segments](https://docs.sprinthub.com/en/topics/relate/automation-flows/conditions/automation-flow-lead-segments.md): You can apply a condition in your automation flow to check whether the lead belongs to one of the selected segments.
- [Common Questions](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions.md)
- [Automation Flow - Monitoring the Flow](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-monitoring-the-flow.md): This step is important to ensure that your automation works correctly and achieves the desired results.
- [Automation Flows - Time Limiter](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-time-limiter.md)
- [Automation Flows - Sync Lead Source](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-sync-lead-source.md)
- [Automation Flows: Linking a Company to a Lead](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-linking-a-company-to-a-lead.md)
- [Automation Flow - Tracked Files](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-tracked-files.md)
- [Automation Flow - Triggering a Flow through Webhook actions](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-triggering-a-flow-through-webhook-actions.md)
- [Automation Flow - Archiving Leads in bulk](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-archiving-leads-in-bulk.md)
- [Automation Flow - Starting a Chatbot in imported opportunities](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-starting-a-chatbot-in-imported-opportunities.md)
- [Automation Flow - How to avoid duplicates](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-how-to-avoid-duplicates.md)
- [Automation Flows - Inserted Tag, based on the Lead's Date of Birth](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-inserted-tag-based-on-the-leads-date-of-birth.md)
- [Automation Flow - Sending Tracked Files](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-sending-tracked-files.md)
- [Automation Flow - Segmenting leads from tracked pages](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-segmenting-leads-from-tracked-pages.md)
- [Automation Flow - Change Lead access permissions](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-change-lead-access-permissions.md)
- [Automation Flow - Access Permission (Imported Leads)](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-access-permission-imported-leads.md)
- [Automation Flow - Segmenting Leads](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-segmenting-leads.md): Lead segmentation is essential to improve the effectiveness of your marketing and sales campaigns, increase customer satisfaction, and achieve better results.
- [Automation Flows - Notify Users about Meetings Scheduled by Leads](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-notify-users-about-meetings-scheduled-by-leads.md)
- [Automation Flows – Identifying Leads without Valid WhatsApp](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-identifying-leads-without-valid-whatsapp.md)
- [Automation Flows – Adding and Removing Tags](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-adding-and-removing-tags.md)
- [Automation Flows: Advanced Comparisons with Tokens in the condition "The field value is"](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-advanced-comparisons-with-tokens-in-the-condition-the-field-value-is.md)
- [Automation Flows - How to Work with Leads from Meta Forms](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-how-to-work-with-leads-from-meta-forms.md)
- [Automation Flow - AI-Powered Personalized Message Sending](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-ai-powered-personalized-message-sending.md): Bulk sends with AI: personalize using the Copilot token and lead fields.
- [Automation Flow - Action “Change automation flow” — Option “Remove from flows”](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-action-change-automation-flow-option-remove-from-flows.md)
- [Automation Flow - Field Value Block](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flow-field-value-block.md): How to use the 'Field Value' block to perform advanced field checks within the Automation Flow.
- [Segments](https://docs.sprinthub.com/en/topics/relate/segments.md)
- [Segments - Permission Settings](https://docs.sprinthub.com/en/topics/relate/segments/segments-permission-settings.md)
- [Segments - How to Archive and Unarchive Contacts](https://docs.sprinthub.com/en/topics/relate/segments/segments-how-to-archive-and-unarchive-contacts.md)
- [Segments - Removing leads from segments based on the calendar](https://docs.sprinthub.com/en/topics/relate/segments/segments-removing-leads-from-segments-based-on-the-calendar.md)
- [Segments - Creating according to the Lead's Date of Birth](https://docs.sprinthub.com/en/topics/relate/segments/segments-creating-according-to-the-leads-date-of-birth.md)
- [Segments - Creating for numbers that do not have the country code](https://docs.sprinthub.com/en/topics/relate/segments/segments-creating-for-numbers-that-do-not-have-the-country-code.md)
- [Segment - Delete leads that do not have support in SAC 360](https://docs.sprinthub.com/en/topics/relate/segments/segment-delete-leads-that-do-not-have-support-in-sac-360.md): This article explains how to identify and delete unsupported leads, both manually and through automation.
- [Segments - How to put leads without email into a segment](https://docs.sprinthub.com/en/topics/relate/segments/segments-how-to-put-leads-without-email-into-a-segment.md)
- [Segments - Segment Filter - Lead creation date](https://docs.sprinthub.com/en/topics/relate/segments/segments-segment-filter-lead-creation-date.md)
- [Segments - Segment Filter - Does the Lead have an owner?](https://docs.sprinthub.com/en/topics/relate/segments/segments-segment-filter-does-the-lead-have-an-owner.md)
- [Segments - How to delete leads from a segment?](https://docs.sprinthub.com/en/topics/relate/segments/segments-how-to-delete-leads-from-a-segment.md)
- [Segments - WhatsApp Groups](https://docs.sprinthub.com/en/topics/relate/segments/segments-whatsapp-groups.md): How to segment all WhatsApp groups in an instance.
- [Segments - Filtering by area code or region](https://docs.sprinthub.com/en/topics/relate/segments/segments-filtering-by-area-code-or-region.md): Use advanced filters to segment your lead base strategically, organizing it by area code or region.
- [Message Queue](https://docs.sprinthub.com/en/topics/relate/message-queue.md)
- [Common Questions](https://docs.sprinthub.com/en/topics/relate/message-queue/common-questions.md)
- [Message Queue - Text and Multimedia File Delivery via WhatsApp](https://docs.sprinthub.com/en/topics/relate/message-queue/common-questions/message-queue-text-and-multimedia-file-delivery-via-whatsapp.md)
- [Message Queue - Scheduling sends](https://docs.sprinthub.com/en/topics/relate/message-queue/common-questions/message-queue-scheduling-sends.md)
- [Message Queue - Possible errors](https://docs.sprinthub.com/en/topics/relate/message-queue/common-questions/message-queue-possible-errors.md)
- [Public Calendar](https://docs.sprinthub.com/en/topics/relate/public-calendar.md)
- [Creating a Public Agenda for Meetings and Events](https://docs.sprinthub.com/en/topics/relate/public-calendar/creating-a-public-agenda-for-meetings-and-events.md): With SprintHub, you can create a link where people choose the best day and time, configured by you, to schedule a meeting.
- [Public Calendar - Monitoring your Calendar](https://docs.sprinthub.com/en/topics/relate/public-calendar/public-calendar-monitoring-your-calendar.md)
- [Public Calendar - Add Event or Custom Schedule to the Calendar](https://docs.sprinthub.com/en/topics/relate/public-calendar/public-calendar-add-event-or-custom-schedule-to-the-calendar.md): In some cases, it is essential to create events or even specify days when the available working hours will be different from usual in Public Calendars.
- [Public Calendars - Adding Tasks to Boards and Stages](https://docs.sprinthub.com/en/topics/relate/public-calendar/public-calendars-adding-tasks-to-boards-and-stages.md)
- [Public Calendar - Notifications with Sending Templates via WhatsApp API](https://docs.sprinthub.com/en/topics/relate/public-calendar/public-calendar-notifications-with-sending-templates-via-whatsapp-api.md)
- [Public Calendar - Automations related to lead attendance or no-show](https://docs.sprinthub.com/en/topics/relate/public-calendar/public-calendar-automations-related-to-lead-attendance-or-no-show.md)
- [Email](https://docs.sprinthub.com/en/topics/relate/email.md)
- [Email Marketing](https://docs.sprinthub.com/en/topics/relate/email/email-marketing.md): Email marketing is a digital marketing strategy that involves sending emails to promote products, services, or relationships with leads and customers, aiming for engagement and sales.
- [Email Marketing - How to configure ValidEmail and use email verification in SprintHub](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-how-to-configure-validemail-and-use-email-verification-in-sprinthub.md)
- [Email Marketing - How to use Mail-Tester to improve your email score](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-how-to-use-mail-tester-to-improve-your-email-score.md)
- [Email Marketing - A/B Tests](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-a-b-tests.md): Find out which emails generate the most engagement with A/B tests, analyzing open and click rates.
- [Email Marketing - How to Import Your Email Template via HTML](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-how-to-import-your-email-template-via-html.md)
- [Email Marketing - Analyzing data](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-analyzing-data.md): It is important to analyze email marketing data to assess campaign performance, understand recipient engagement, and identify areas for improvement.
- [Email Marketing - Text Types](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-text-types.md)
- [Email Marketing - Modifying fonts](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-modifying-fonts.md)
- [Email Marketing - Layout with the Line Element](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-layout-with-the-line-element.md)
- [Email Marketing - How to Use the Link Element](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-how-to-use-the-link-element.md)
- [Email Marketing - Use of Tokens](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-use-of-tokens.md)
- [Email Marketing - Inclusion of Trackable Files](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-inclusion-of-trackable-files.md)
- [Email Marketing - Configure the Unsubscribe button](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-configure-the-unsubscribe-button.md)
- [Email Marketing - Social Media Buttons](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-social-media-buttons.md): In your email, you can add buttons for your social networks to make it easier for your leads to contact you.
- [Email Marketing - Ways to Send](https://docs.sprinthub.com/en/topics/relate/email/email-marketing-ways-to-send.md)
- [Message Templates (Meta)](https://docs.sprinthub.com/en/topics/relate/message-templates-meta.md)
- [Templates Overview](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/templates-overview.md)
- [Message Templates - WhatsApp API](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/message-templates-whatsapp-api.md)
- [Examples of Message Templates for WhatsApp in SprintHub](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/message-templates-whatsapp-api/examples-of-message-templates-for-whatsapp-in-sprinthub.md)
- [Message Templates - Interactive Templates](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/message-templates-whatsapp-api/message-templates-interactive-templates.md)
- [Message Templates - How to Use Buttons with Dynamic URLs](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/message-templates-whatsapp-api/message-templates-how-to-use-buttons-with-dynamic-urls.md)
- [Buttons and Lists - Message Template - WhatsApp Business Web](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/buttons-and-lists-message-template-whatsapp-business-web.md): Separate feature purchase. Contact the sales team.
- [Message Template - Instagram](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/message-template-instagram.md)
- [Maximum support time](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/maximum-support-time.md)
- [24h window - Messenger](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/maximum-support-time/24h-window-messenger.md)
- [7-day window - Instagram](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/maximum-support-time/7-day-window-instagram.md)
- [24h window - WhatsApp API](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/maximum-support-time/24h-window-whatsapp-api.md)
- [72h Window - WhatsApp API - Free Entry Point](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/maximum-support-time/72h-window-whatsapp-api-free-entry-point.md): Complete guide for leads coming from WhatsApp ads
- [Common Questions](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/common-questions.md)
- [Message Templates - What is the average approval time for a template?](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/common-questions/message-templates-what-is-the-average-approval-time-for-a-template.md)
- [Message Templates - Maximum number of characters for a template to be approved](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/common-questions/message-templates-maximum-number-of-characters-for-a-template-to-be-approved.md): Creating an effective marketing template for Meta services involves paying attention to details, especially the allowed character count.
- [Message Templates - What are the reasons that lead to a template being rejected?](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/common-questions/message-templates-what-are-the-reasons-that-lead-to-a-template-being-rejected.md)
- [Message templates – Simulate your costs](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/common-questions/message-templates-simulate-your-costs.md)
- [Legacy](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/legacy.md)
- [Meta Business - Instagram Templates](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/legacy/meta-business-instagram-templates.md)
- [Message Templates - how to create and send for approval within sprinthub](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/legacy/message-templates-how-to-create-and-send-for-approval-within-sprinthub.md)
- [Message Templates - Interactive Messages](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/legacy/message-templates-interactive-messages.md): Interactive Messages are a way to send Buttons and Lists, via the official WhatsApp API, within the 24h window, meaning the send is not charged.
- [Message Templates - How can I check if my template was approved?](https://docs.sprinthub.com/en/topics/relate/message-templates-meta/legacy/message-templates-how-can-i-check-if-my-template-was-approved.md)


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