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Automation 5 Features

Automate Everything

Build powerful automations with visual workflows, conditional logic, webhooks, and custom code — even trigger actions from e-commerce events.

  • Visual drag-and-drop workflow builder
  • Smart triggers and conditions
  • Webhook and API integrations
  • Post-purchase automation
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Your Business on Autopilot

Build workflows that handle repetitive tasks automatically so your team can focus on strategy.

  • Visual drag-and-drop builder
  • Smart triggers and conditions
  • Pre-built workflow templates
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app.smbcrm.com
Automation features in SMBcrm

Active Workflows

47

Next Action

Wait step

Tasks Automated

1,893

Sample metrics shown in the cards.

Automation

Explore the tools

Choose a tool to see details or how it fits into a workflow. Availability and usage charges vary by plan and feature.

How It Works

How automation works

  1. Trigger

    Start workflows from any event — a new lead, a booking, a payment, a reply, a tag change.

  2. Build

    Drag-and-drop multi-step logic with conditions, delays, and branches — no code required.

  3. Scale

    Let automations handle follow-up, reminders, and handoffs while your team focuses on closing.

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Guides and updates for this workflow

See setup ideas and specific product changes before choosing your next step.

Common Questions

Frequently Asked Questions

Do I need coding skills to build automations?
No. SMBcrm uses a visual drag-and-drop workflow builder where you connect triggers, conditions, and actions without writing any code. Pre-built templates are available for common workflows.

What can I automate with SMBcrm?
Almost anything: lead follow-ups, appointment reminders, email and SMS sequences, pipeline stage changes, task creation, contact tagging, invoice sending, review requests, and more. You can also trigger automations from webhooks and external events.

How many automations can I create?
Unlimited. Create as many workflows as your business needs on any plan. There are no caps on the number of active automations or workflow steps.

Can automations trigger based on customer behavior?
Yes. Trigger workflows based on form submissions, email opens, link clicks, page visits, appointment bookings, payment events, pipeline stage changes, and dozens of other customer actions.

Does SMBcrm support webhook and API integrations?
Yes. Workflows can send and receive webhooks, make HTTP requests, and run custom code actions. This lets you connect SMBcrm automations to virtually any external tool or service.
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Continue this workflow

  1. CRM & Sales

    Choose the records and stages to update

  2. Communication

    Plan the messages and staff handoff

  3. AI Features

    Explore an optional AI step
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60-day money-back guarantee

Ready to put Automation to work?

Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

Get Started Schedule a Demo

  1. 60-day money-back guarantee

    Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

  2. No setup fees

    Plan your setup with training and support

  3. Cancel anytime

    No long-term contracts, stay because you want to