Setting up your first automation workflow
Build a simple automation to follow up with new contacts automatically.
Updated August 20, 20266 min read
Automations let Corentu take action automatically whenever something happens, like a new contact being added.
Choose a trigger
Every automation starts with a trigger, such as Contact Created or Form Submitted.
Add actions
After the trigger fires, add one or more actions like sending an email or assigning a task.
Before you publish
Test your workflow with a sample contact before turning it on for all incoming leads.
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