Trusted by teams worldwide
Sales automation uses workflows to handle repetitive tasks automatically. Instead of your team manually sending follow-up emails, creating tasks, or routing leads, HelloGrowthCRM does it for you—instantly and at scale.
The best sales automation saves time without losing the personal touch. Your team gets more time to build relationships and close deals.
HelloGrowthCRM's automation engine includes email sequences, task automation, lead routing, deal stage triggers, and WhatsApp workflows—all built-in.
Built-in workflows to automate everything from lead capture to deal close.
Create automated email drip campaigns that trigger based on lead behavior. Set follow-up timing, personalization rules, and track opens/clicks.
Automatically generate follow-up tasks for your reps when deals enter certain stages. Never forget a follow-up again.
Route inbound leads to the right rep based on territory, capacity, or custom rules. Distribute fairly and get to leads faster.
Execute workflows when deals move between stages—auto-update fields, send notifications, or trigger external actions via API.
Set smart reminders for deals that need attention. Get alerted via email or in-app when deals are aging or stalled.
Send automated WhatsApp messages to qualified leads and customers. Personalize at scale with templates and conditional logic.
Build your first automation workflow in minutes.
Pick events that should trigger automation: lead creation, deal stage changes, form submissions, or time-based rules.
Define actions: send email, create task, route to rep, update fields, or send external webhook. Chain multiple actions together.
Test with sample data to ensure flows work. Deploy to your whole team and monitor performance in real time.
Common questions about automation workflows and best practices.