Operations
Automation

Set your marketing on autopilot

Set your marketing on autopilot

Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

A dashboard showing automated marketing workflows, with data flowing between CRM, email, and lead scoring.
Operations
Automation

Set your marketing on autopilot

Set your marketing on autopilot

Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Operations
Automation

Set your marketing on autopilot

Set your marketing on autopilot

Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.
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Automate campaigns and journeys with CRM context.

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Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast

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  • Drag-and-drop editor for actions, delays, branches, and goals.
  • Triggers from form fills, page views, list joins, and property updates.
  • Re-enrollment and suppression to prevent over-messaging.
A clean UI showing a drag-and-drop workflow builder with connected email, CRM records, and lead scoring.

Personalize and segment at scale

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Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

A dashboard showing segmented customer lists with filters, highlighting personalized email content and scheduled send times.

Orchestrate complete journeys

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Email & nurture

Automate timely follow-ups that adapt to engagement.

Lead scoring

Prioritize outreach with behavior and fit models.

Sales handoffs

Create tasks, rotate leads, and update deals as buyers progress.

A dashboard showing automated email sequences, lead scoring models, and sales task flows for orchestrating customer journeys.

Measure and improve

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  • See conversion by step and diagnose drop-offs.
  • A/B test subject lines, sends, and branches.
  • Use attribution to connect automation to pipeline and revenue.
A dashboard showing conversion funnels, A/B test results, and attribution reports for pipeline and revenue insights.

Have a question for our sales team?

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Frequently asked questions

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Get started with the all-in-one platform that’s easy to use and fast to drive results.