Automations are workflows that run on their own when specific events happen — like a new lead form submission or a contact joining a list. Use automations to save time, keep follow-ups consistent, and respond to customers faster without manual effort. This guide covers triggers, conditions, actions, and automation templates.

To create an automation, go to Automations in the sidebar and click Create automation.

You can choose from a pre-built template or start from blank. Templates are the quickest way to get going and include automations like welcome series, win-back campaigns, and instant replies.

Every automation has three parts:

1️⃣ Trigger

The event that starts the automation — for example: a new lead form is submitted, a contact joins a list, or a customer makes a purchase.

2️⃣ Conditions (Optional)

Filters that decide who the automation applies to — for example: people from a specific location.

3️⃣ Actions

What the automation does when triggered — for example: send an email, add the contact to a campaign, assign a task, or notify your team.