Automation based on your CRM data

Did you know that 80% of buyers are more likely to purchase from a company that provides personalized experiences? The data from Lime CRM can be used specifically for this cause, enabling you to automate and target your messaging in a personal way.

Customizable flows for unique journeys

By automating your emails and SMS send-outs, you can work more proactively and create unique journeys for your customers, leads and contacts. Nurture your relationships and engage with your potential customers to get better quality leads. Send updates, monthly news and offers to build happier and more long-lasting customer relationships.

A new member to your team

Stop wasting your time on repetitive tasks and spend more time on developing new ideas, boosting productivity, and improving your marketing campaigns. Set up an automated flow once – and it’s like having an additional marketeer on your team. Easy to use with drag-and-drop makes it a breeze to adjust your send-outs straight away.

This is how Automated Flows work 

  1. Define the automation trigger: What activity should lead the contacts to your automated flow? A trigger is based on a specific event in your CRM system, for example, allowing you to automatically reach out to customers with a declining sales trend or communicate with new customers through an Onboarding Flow.
  2. Create a flow scheme: Build a communication flow with an easy-to-use drag-and-drop method and select participant properties for each flow. Based on how the participant interacts, you can send relevant, customizable e-mails and SMS at the right time. 
  3. Enjoy automation: Once it’s all set up, the work of manual campaign management is automated afterward.  Your flow scheme will take care of the participants, making sure the send-outs are always precise and relevant. 

"With Automated Flows, our emergency team receives SMS automatically as soon as a new case is created in Lime CRM. In this way, we can start the case management much faster than before"

Karin Persson, Process Developer, Pingday AB

Features

  • Synchronize data from Lime CRM to Automated Flows
  • Send a series of e-mails and SMS with customizable delays
  • Easy-to-use and easy to edit e-mails and SMS in the flow scheme
  • Configurable automatic data collection for participants in the flow