What are automations?

Automations are automatic actions that happen when pre-set rules with certain triggers happen. 

An example for illustration, if you want to send an SMS or email that welcomes a new lead. You’ll have a field where you enter the automation title, then pick the needed action from the available drop list; which will be “send SMS” in this case. Then select the list of leads you want to apply this rule on, and finally write the text you find suitable. This finishes the action section. 

The user should put the rule that promotes this action. Here our rule is: If “New lead added”, send to the lead number a welcoming message. Automated messages can be customized through Flash Lead Pro; which is a great benefit for more personalized messaging and a stronger connection between the company and leads.