CRM Automation
CRM automation helps your team save time, reduce manual work, and improve customer engagement. With Onpipeline, you can automate your sales pipeline, follow-ups, emails, and tasks using custom fields to define rules and trigger actions.
- Never miss a follow-up
- Improve lead management
- Increase sales team efficiency
- Standardize your sales process
Email Automation
Automate your communication with powerful email automation built into your CRM.
Trigger-based emails
Automatically send emails when a deal or contact is created, updated, or changes stage in your CRM pipeline.
Welcome & follow-up emails
Engage leads at the right time with automated onboarding and follow-ups.
Bulk email campaigns
Send targeted campaigns to dynamic contact lists.
Email templates
Create reusable templates to standardize your communication and save time.
SMS Automation
Improve response rates with automated SMS notifications:
- Schedule bulk SMS campaigns
- Send appointment reminders
- Notify customers in real time
Schedule Activities
Automatically create calendar events/tasks to keep your sales process on track.
- Create activities when deals or contacts are created or updated
- Assign tasks to deal owners or team members
- Distribute activities automatically across your team
Example:
When a deal moves to the “Proposal Sent” stage, automatically create a follow-up task to check in with the customer after a few days and assign it to the deal owner.
Create & Assign Deals
Speed up your sales process with automated deal creation and smart assignment.
Automatically create new deals when a contact is added or updated in your CRM, and assign them to the right sales representative based on predefined rules.
- Create deals from new contacts or qualified leads
- Assign deals based on location, product interest, or custom fields
- Distribute deals evenly across your sales team with weighted deal assignment
Example:
When a new contact is created, a deal is automatically generated and assigned to a sales rep based on location or product interest.
External Notifications
Notifying external applications in real time will help keep team members up to date, maximize team performance and improve administrative tasks.
Webhooks – A webhook (also called Push API) is a way to provide your other applications with real-time information/updates about Persons, Organizations, Deals, Calendar events (activities).
API – With our API you can to connect your Onpipeline account to external applications. Through this interface you can create and edit records, and read data within Onpipeline. Read more about our developer tools.
Zapier is an automation platform that allows non-developers to easily connect Onpipeline to popular apps like Slack, CallRail, Gmail (and other 2000 apps).
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start today