CRM automation

How to set up automation with your deals, contacts and tasks in CRM 

  • Send Telegram messages through Automation

    Last Updated: 22.07.2026

    The Messaging app element in Automation helps you send Telegram messages outside your chatbot. You can use it to send payment links, order updates, deal confirmations, and other automated notifications from your Telegram account, rather than a chatbot.

  • Use CRM variables in Automation

    Last Updated: 24.12.2025

    Variables in Automation are used to access CRM data through automated flows. They allow you to insert current values from deals and contacts into messages, filters, or actions, automatically update data in the CRM system, or send it to external tools.

  • Automate product management

    Last Updated: 09.09.2025

    With SendPulse, you can create automated flows triggered by purchases. This helps you run more marketing campaigns and automatically pass product data into emails or filters.

  • Automate CRM deal management

    Last Updated: 16.05.2024

    With SendPulse, you can create an automation for creating a deal or changing a deal stage in CRM, for example, from New to In Progress.

  • Automate CRM task management

    Last Updated: 15.02.2024

    With SendPulse, you can work together with your team using our CRM system and streamline your task management using Automation 360. Create and remove tasks automatically to simplify your workflow and increase efficiency.

  • Automate CRM contact management

    Last Updated: 23.04.2025

    With SendPulse, you can create an automation for contacts in the CRM system.

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