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Automation

Build simple follow-up flows with drag-and-drop logic

Automation flows let you follow up consistently by triggering actions like email or LinkedIn steps when a new lead is added.

  • Create visual flows by dragging in action nodes and connecting them.
  • Supported action types include email, social, and tasks.
  • Choose time delays between steps - for example, wait 2 days before the next action.
  • Flows run automatically when you add a lead or enrich it.
  • Starter users get one active flow - upgrade to unlock more.