Automation
Marketing and sales automation configurations
Overview
Automation configurations for marketing workflows, lead processing, and operational efficiency.
Automation Categories
Marketing Automation
| Automation |
Trigger |
Action |
| Lead nurture |
Form submission |
Add to nurture sequence |
| Lead scoring |
Activity |
Update lead score |
| MQL alert |
Score threshold |
Notify sales |
| Re-engagement |
Inactivity 90d |
Add to re-engage sequence |
Sales Automation
| Automation |
Trigger |
Action |
| Meeting booked |
Calendar event |
Update CRM, prep email |
| Proposal sent |
Document sent |
Start follow-up sequence |
| Deal closed |
CRM update |
Trigger onboarding |
| Lost deal |
CRM update |
Add to long-term nurture |
Operational Automation
| Automation |
Trigger |
Action |
| New client |
Contract signed |
Create project, assign team |
| Invoice due |
Date trigger |
Send reminder |
| Report due |
Schedule |
Generate and distribute |
| Certification expiry |
Date trigger |
Renewal reminder |
| Tool |
Purpose |
Integration |
| HubSpot |
Marketing automation |
Primary |
| Zapier |
Cross-platform |
Integration layer |
| Apollo |
Outreach automation |
Prospecting |
| Make |
Complex workflows |
Advanced automation |
Automation Documentation Template
# [Automation Name]
**Purpose**: [What it does]
**Tool**: [Platform]
**Owner**: [Team/person]
## Trigger
[What starts this automation]
## Conditions
[When it should/shouldn't run]
## Actions
1. [Action 1]
2. [Action 2]
## Data Flow
[What data moves where]
## Testing
[How to verify it works]
## Monitoring
[How to check it's running correctly]