FreeAgent CRM automation will allow you to get more done, as our Automation bot will take over those repetitive tasks.
To get started, click on your portrait and select 'Settings' (1). Then click on 'Automations' (2) on the left-hand side. To create a new one click the 'Add New Automation' button (3).
Each automation needs a name (1). You can also select if you want to create your Automation for your Leads, Accounts, and Deals (2).
Then you need to specify when the automation should be triggered (1). If 'On creation' is selected it means that as soon as you create a new Lead, Account or Deal the automation will occur. If 'On change of' is selected then as soon as a change in the selected field is detected, the automation will take place.
However, it is also possible to add more conditions to the automation (2). This means that on top of the 'on creation' or 'on change of' you can specify one or more rules and they can be either inclusive 'and' or exclusive 'or'.
If we want something to happen each time a new Lead is created, then the Object of the automation should be set to 'Lead' and the trigger to 'On creation'.
We also, want to make sure that this automation only occurs if the Lead has a 'Work Email' in the contact information and its status is set to 'Converted'. Which is why the first rule includes the 'AND', as both rules are needed. If we only wanted one or the other for the automation, then 'OR' should be selected.
Once you have set all your conditions, click on the 'Next' button to proceed.
Right after you will be prompted to create the Next Step for your automation. This will allow you to create what will happen when the conditions you set up before occur. To do this, just click the 'Add Next Step' button.
The Next Step you create will depend on your previous choices. If the automation is for a 'Lead', you can create Next Steps of 3 different types (1), Email, Call or To-do. If 'Account' or 'Deal' where selected, then there is only one type available: To-do.
If the Email type is selected, then you will need to select a Template (2) as well as when would you like it to be sent (3). You can select a date from the Calendar picker and set a specific time for the email to be sent.
If you mark the 'Send automatically' checkbox (1). Then you need to select if you want to send the email from the Lead owner or select a specific member of the team (2). Once everything is specified, click the 'Save' button.
You can create as many Next Steps as you need for each Automation. After you finish creating each one, they will be listed in the 'New Actions' window. Once you have all your Next Steps click the 'Done' button.
All the Automations that you create will appear in the list once the creation process is complete.
The next time you perform an action on FreeAgent CRM that complies with the automation conditions, the Next steps that you have specified will be created automatically.
Returning to the example, if we create a new Prospect, whose status is 'converted' and include an email in their contact information, the next steps of 'send welcome email' and 'follow-up with new Lead' will be created automatically.
Congratulations! now you have automated the way you work, saving you time from the repetitive task, so that you can focus on your business.