Automations

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Automations

Workflows are robot helpers: when X happens, do Y — even at 2 a.m. These tutorials start with the single most useful one.

Beginner 11 min read

How to Build Your First Workflow: an Instant Auto-Reply for New Leads

When a new lead arrives, text them back within seconds — automatically, every time.

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More Automations tutorials are on the way. This section grows every month. If there is a specific task you are stuck on, the Getting Started guides cover the basics that every other tutorial builds on.

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