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CRM · 4 steps

Automate follow-up work

Create rules that add tasks, notes and notifications, send emails, assign leads or change stages automatically when leads are created, change stage or go quiet.

1Open Automations

Go to CRM → Automations. Each rule shows what triggers it and how many actions it runs; paused rules are marked Paused. Use the play or pause button to switch a rule on or off, and choose New automation to create one.

Scalar360 screen: Open Automations
Numbered outlines show what to click, in order.

2Name it or start from a template

Enter an Automation name, or pick one of the Templates — Welcome new leads, Hand off won deals or Re-engage idle leads — to fill in the whole rule, then adjust it.

Scalar360 screen: Name it or start from a template
Numbered outlines show what to click, in order.

3Choose when it runs

Under When this happens, choose Lead is created, Lead reaches a stage (and pick Which stage?) or Lead goes quiet (and set the days with no activity). Under Only if…, add conditions such as source or deal value if it shouldn't run for every lead.

Scalar360 screen: Choose when it runs
Numbered outlines show what to click, in order.

4Add what should happen

Under Do this, set each action — create a task, send an email, notify a teammate, add a note, assign the lead or change the stage. Use placeholders such as {{leadName}} in titles and messages. Check the Summary, then choose Create automation.

Scalar360 screen: Add what should happen
Numbered outlines show what to click, in order.
Set up pipelines, sources and templatesShape the CRM to how you sell — your own stages and pipelines, lead sources and categories, and reusable email and WhatsApp messages.Capture leads with a web formBuild a form that people fill in on your website, social bio or ads — every submission creates or updates a lead automatically.Stay on top of follow-upsSee which open leads are due for a call today, which you've missed and what's coming up — and tick them off as you go.

Still stuck? Contact our support team — or start a free trial to try this in your own company.