AAutomate CRM
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Improvementv2.3.2

Lead Automation

Assign, tag and nudge new leads the moment they arrive.

Lead Automation screenshot

What's New

Lead rules now run in under two seconds. You can chain up to five actions, from round-robin assignment to a Slack alert.

What changed

  1. Rules run in parallel instead of in a queue
  2. New actions: add tag, create task, notify channel

How It Works

  1. Open Lead Automation

    Find Lead Automation in your workspace settings.

    Step 1: Open Lead Automation

  2. Turn it on

    Flip the switch. It applies to your workspace straight away.

    Step 2: Turn it on

  3. Review the results

    Everything it touches is listed in your activity feed.

    Step 3: Review the results

Key Benefits

Faster

Save time on manual work

More focus

Spend your effort on what matters most

More control

Every change is logged and reversible

Screenshots

Screenshot of Lead Automation
Lead Automation at a glance
Lead Automation settings screen
Settings for Lead Automation

Related Features

AI Lead ScoringCRM Dashboard

Release information

Released
October 2, 2026
Version
v2.3.2
Type
Patch
Availability
All users
Team
Platform team

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