Convert · Lead Automation Rules
Rules that move leads forward while you get on with your day.
When a lead arrives, changes stage, gets tagged or goes quiet, the rule runs: assign, tag, message, enrol or notify.
Without it
Your process lives in people’s heads, so it runs differently every day.
With Lead Automation Rules
- Process runs the same every time
- Hot leads reach the right person fast
- Fewer manual updates
How it works
Lead Automation Rules, in three moves.
01
Pick a trigger
New lead, stage change, tag, inactivity and more.
02
Stack actions
Assign an owner, send a template, add to a sequence, alert the team.
03
Always on
Rules run the same way at 3 PM and 3 AM.
Connected to
It doesn’t work alone. It hands off to these.
Every module shares the same contacts, conversations and AI Employee, so each step flows into the next.
Where it helps most
Solutions that use it
Ready to let your business answer every customer?
No monthly rental. No yearly rental. Pay only for what you use.