CRM Automations
2 min read
Custom CRM automation rules (run an action when a deal moves stages, a contact is tagged, or a lead score crosses a threshold) are on our roadmap and not yet available. You can follow the build progress on the product roadmap.
What You Can Do Today
Several automations are already wired across the form and CRM stack:
- Form to CRM contact auto creation. Any form with an email field automatically creates or updates a contact in your CRM on submission. Standard fields (email, name, phone, company) map automatically and answers are stored as activity. Toggle this per form in form settings.
- Workflow engine on form submit. Every form has a Workflow tab where you can chain actions that run when someone submits: send an email, fire a webhook, post to Slack, send a notification, update a field, or branch by condition. See Workflows.
- Lead scoring. Define rules that add or subtract points based on contact attributes or form answers. Scores recalculate automatically as new responses come in. See Lead Scoring.
- Stage history. Every deal stage change is logged as an activity with a timestamp, so you have a full audit trail even before triggered automations land.
What CRM Automations Will Include
The roadmap version will let you define rules like:
- Triggers: deal stage changed, contact created, tag added, lead score threshold crossed.
- Actions: send an email (with template variables), assign an owner, add a tag, create a task, create a deal, or update a field.
- Conditions: combine multiple checks (company size, answer value, score range) with AND/OR logic before actions run.
- Testing: simulate a rule against a sample contact to verify the conditions and actions before going live.
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