Common Use Cases
Articles
Use Case: Add New Contacts to Your Sales Pipeline
Automatically put every new contact into the first step of your pipeline.
Use Case: Create Follow-up Tasks for New Leads
Create a follow-up task automatically when a contact is tagged as a lead.
Use Case: Tag Every New Contact Automatically
Add a tag to every new contact so you can review new people in one place.
Use Case: Get Notified When Work Is Done
Send an email or notification when a task is completed or a deal reaches a key stage.
Use Case: Chain Automations Together
Run one automation from another to build multi-step workflows.
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