Before you start
- Define the event that starts the flow and the result it should produce. An automation without those limits may act on more records than intended.
Step by step
- 1
Open Automations
Select Automations in the menu and choose New automation.
The list shows the status and runs for each flow. - 2
Choose the flow trigger
Define the event that starts the automation, such as a new form response or a change to a lead.
- 3
Add conditions and actions
Use conditions to limit eligible records and order the actions as they should happen. Complete the required fields in each block.
- 4
Test and activate
Save the flow, run the available test and review the outcome. Activate it only after the test follows the intended path.
If something does not work as expected
The automation cannot be activated.
Open the marked blocks and complete required fields. Also confirm that there is one trigger and at least one action.
The test follows the wrong path.
Review the condition order and test data. Change the first point where the result differs.