Automation

Getting started

• Automations overview
• Organizing your automations
• The automation builder explained
• Creating an automation walkthrough
• How to set automation permissions
• How to make automations active

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Feature explanations

• Automation Stats
• Automation Goals
• See connected automations with the Automations Map
• Automation Split Action
• Automation Revisions
• Update Custom Deal Field Action

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Videos

• Intro to automations (video)
• Create a "welcome email" automation (video)
• Testing your automation (video)

FAQs

• Do I need to use the "End automation" action to end an automation?
• How do I create a webinar reminder automation?
• [Video] How do I share an automation?
• What is the difference between split testing automations vs. campaigns?
• How do I trigger an automation to run when a tag is added to a contact?
• How do I add or remove a tag with an automation?

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