Automations and email templates

Overview

Standardize follow-up with reusable messages and lead triggers.

Prerequisites and access

Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.

Steps

1. Create and test an email template first.
2. Build an automation with a clear trigger and limited actions.
3. Activate it only after checking sender settings and test results.

Expected result

The change is stored in the active workshop and becomes visible only to authorized users.

Edge cases

• Confirm the active workshop before changing data.
• Do not create duplicates when the record already exists.
• Features can be hidden when the plan, configuration, or permissions do not enable them.

Troubleshooting

Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.