Workflow Automations
Workflow Automations streamline your Lime CRM, eliminating manual work and boosting productivity. Whether in Customer Service, Sales or Marketing, automation ensures smooth workflows, faster responses and increased efficiency. Automate ticket assignments, follow-ups and lead nurturing so your team can focus on closing deals and delivering top-tier support.
Watch the demo and see our example how to set a company from prospect to customer with Workflow Automations.
Save Time
Free your team from repetitive tasks.
Boost accuracy
Minimise errors with seamless automation.
Increase Conversion
Engage leads and customers effectively.
Automate and accelerate your success
Customer Service
Auto-Assign Tickets
Instantly route inquiries to the right team.
Escalate Unresolved Issues
Prevent delays with automatic escalation.
Sales
Lead Distribution
Assign leads instantly to the right sales represent.
Email Sequences
Nurture leads effortlessly with personalized outreach.
Marketing
Onboarding
Enroll contact into an onboarding Marketing automation flow when a deal is won.
Interest
Enroll contact into a welcome sequence after they submit an interest form
How it works
Automation logic
Create automations for all scenarios. Set a trigger and add conditions and steps.
Automation execution order
Choose the trigger lime type and change the order in which automations will be executed.
Technical Information
Category
Marketing, Sales, Communication
Developer
Lime Technologies
Languages
