Sales journeys, follow-up rules, and AI next-best-action.
5
Published guides
3
Suggested starting guides
3
Related product areas
Use these guides to move from setup to execution without guessing the next step. Most articles include clear instructions, time estimates, and common fixes.
The Automation section is meant to help teams standardize how they configure and operate this part of HelloGrowthCRM. That is especially useful when multiple admins, managers, or onboarding owners need a repeatable reference instead of one-off explanations in chat or meetings.
Because this category connects to 3 related product areas, these guides are best read as part of a broader workflow rather than as isolated feature notes.
Follow practical walkthroughs for the exact task you are trying to complete in this category.
Start with the suggested guides below if you are new to this workflow or rolling it out for a team.
Review related features and contact support if the guide does not match your setup or edge case.
These are the fastest entry points into the Automation section.
A sales journey is a multi-step automated sequence — emails, WhatsApp, tasks, branches, waits — that runs on every lead matching a trigger. HelloGrowthCRM's visual journey builder uses the journey-runner edge function.
Most leads go cold not because they aren't interested but because reps forget to follow up. HelloGrowthCRM auto-follow-up rules trigger emails, WhatsApp pings, or tasks when a lead goes quiet.
Time-based reminders nudge reps at exactly the right moment — follow up in 3 days, renewal in 30 days, send proposal next Tuesday 9 AM.
Browse every published article below. Open the one that best matches your current task, setup issue, or workflow question.
A sales journey is a multi-step automated sequence — emails, WhatsApp, tasks, branches, waits — that runs on every lead matching a trigger. HelloGrowthCRM's visual journey builder uses the journey-runner edge function.
Most leads go cold not because they aren't interested but because reps forget to follow up. HelloGrowthCRM auto-follow-up rules trigger emails, WhatsApp pings, or tasks when a lead goes quiet.
Time-based reminders nudge reps at exactly the right moment — follow up in 3 days, renewal in 30 days, send proposal next Tuesday 9 AM.
Email replies are the strongest engagement signal — and they should trigger something. HelloGrowthCRM detects replies and fires workflows.
Next-best-action ranks the action most likely to advance each deal. Runs continuously, surfaces top 5 actions per rep on morning dashboard.
Read with a concrete task in mind rather than browsing front to back. Each article opens with what you will need and how long it takes, so you can judge in ten seconds whether it matches your situation. Where a step depends on a choice made elsewhere — pipeline stages, lead fields, user roles — the article links back to the prerequisite guide instead of repeating it.
If you are rolling this area out to a whole team, do the configuration yourself first, then share the relevant article links in your team chat as the reference for reps. That keeps everyone executing the same way and gives new joiners a self-serve path during onboarding. Anything the guides do not cover for your edge case is worth a quick message to support before you improvise a workaround.
If this section does not fully cover your workflow, contact our team for setup help, onboarding support, or guidance on the best way to configure this area in HelloGrowthCRM.