Automation Sequences

Sequences are automated multi-step workflows that run in the background — sending emails, notifying your team, updating deal stages, and more — triggered by events in your CRM.

Add-on required

Automation Sequences require the Sequences add-on to be enabled in the Marketplace.

What Is a Sequence?

A sequence is a chain of steps that execute in order when a trigger event occurs. For example:

When a lead is created from the website contact form → Wait 1 hour → Send an introduction email → Wait 2 days → If no reply, send a follow-up → Notify the assignee

Sequences run automatically without any manual intervention once a lead or deal is enrolled.

Sequence Library

Go to Automation in the sidebar to see all your sequences. Each sequence shows:

• Name — the sequence's label
• Trigger — what starts the sequence
• Status — Active or Paused
• Enrolled — number of records currently in the sequence
• Completed — number of records that finished the full sequence

Creating a Sequence

1. Click + New Sequence.
2. Enter a sequence name.
3. Choose the object type: Lead or Deal.
4. Define the trigger (see Triggers & Steps).
5. Add steps in order (see Triggers & Steps).
6. Click Save.
7. Toggle the sequence to Active to enable it.

Draft mode

New sequences are saved in Draft status. They do not run until you manually toggle them to Active. Use this to build and review a sequence before it goes live.

Enrolling Records Manually

You can also enrol individual leads or deals into a sequence manually:

• From the Leads Inbox — open a lead and click Add to Sequence
• From a Deal — open the deal and click Enrol in Sequence (if the object type is Deal)

Choose the sequence from the dropdown, set a start date/time, and confirm.

Pausing and Stopping Sequences

• Pause a sequence — temporarily stops processing new steps for all enrolled records. Records already mid-sequence are paused at their current step.
• Stop a record — open Run History and remove a specific record from an active sequence.
• Deactivate a sequence — toggle to Paused. No new records can be enrolled and running records stop until the sequence is reactivated.

Sequence Best Practices

1. Start simple — a 3-step sequence (email → wait → email) is more reliable than a 10-step one.
2. Use wait steps strategically — give contacts time to respond before the next touchpoint.
3. Include an exit condition — use a "Reply received" trigger to stop the sequence when the contact responds.
4. Personalise with merge tags — use and to make automated emails feel personal.
5. Monitor the run history — check the Run History regularly to ensure steps are executing as expected.

Duplicate enrolment

A record cannot be enrolled in the same sequence twice at the same time. If you try to enrol a lead that is already in a sequence, you will see a warning. Complete or stop the current enrolment first.