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  1. Home
  2. Glossary
  3. Automation
CRM Glossary

What is Automation?

Rules or workflows that perform actions automatically when certain conditions are met. Examples include sending a follow-up email when a deal enters a new stage or assigning a lead based on territory.

Related terms

Account
A company or organization record in your CRM that represents a current or potential customer. Accounts group related contacts, deals, and activities under one business entity.
Activity
Any tracked interaction with a contact or account such as a phone call, email, meeting, or note. Activities create a timeline of engagement that helps reps pick up where they...

All 52 terms in the CRM Glossary

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