CRM Automation

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

  • How to 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.

  • How to 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.

  • How to 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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