Automation Builder

Build powerful trigger-action workflows that run your sales ops on autopilot.

The Automation Builder lets you create event-driven workflows that execute automatically when specific conditions are met. Whether it's auto-assigning leads to reps, creating deals when a positive reply is detected, or sending Slack notifications when a deal moves to Negotiation — automations handle the repetitive tasks so your team can focus on selling.

How Automations Work

Every automation follows a simple pattern: Trigger → Conditions → Actions.

• Trigger — The event that starts the automation (e.g., “Lead replies to email”)
• Conditions — Optional filters that must be true for the automation to proceed (e.g., “Reply sentiment is positive”)
• Actions — What happens when the trigger fires and conditions are met (e.g., “Create a deal and notify the owner”)

Available Triggers

Automations can be triggered by a wide range of events:

Lead Triggers

• Lead Created — When a new lead is added (import, manual, or API)
• Lead Score Changed — When a lead's AI score crosses a threshold
• Lead Status Changed — When a lead moves to a new status
• Lead Enriched — When enrichment data is added to a lead

Campaign Triggers

• Email Opened — Lead opens a campaign email
• Link Clicked — Lead clicks a tracked link
• Email Replied — Lead replies to a campaign email
• Email Bounced — Email delivery failed
• Sequence Completed — Lead finished all sequence steps

Deal Triggers

• Deal Created — New deal added to the pipeline
• Deal Stage Changed — Deal moves between pipeline stages
• Deal Won — Deal moves to Closed Won
• Deal Lost — Deal moves to Closed Lost
• Deal Stale — Deal hasn't had activity for X days

Communication Triggers

• Call Completed — A voice call ends
• SMS Received — Incoming SMS from a lead
• Meeting Scheduled — Calendar event created

Conditions

Conditions let you filter triggers so automations only run when specific criteria are met. You can combine multiple conditions with AND/OR logic.

Common conditions:

• Lead Score — Above, below, or between specific values
• Lead Tags — Has or doesn't have specific tags
• Company Size — Employee count ranges
• Deal Value — Above or below a threshold
• Reply Sentiment — Positive, negative, or neutral (AI-detected)
• Time-Based — Only during business hours, specific days
• Owner — Lead or deal assigned to specific team member

Available Actions

When conditions are met, automations can execute one or more actions:

Lead Actions

• Update Lead Status — Change to any status
• Assign Owner — Assign to a team member (round-robin supported)
• Add Tags — Apply tags to the lead
• Enrich Lead — Trigger AI enrichment
• Add to Campaign — Enroll in another campaign
• Remove from Sequence — Stop outreach for this lead

Deal Actions

• Create Deal — Automatically create a deal from the lead
• Move Deal Stage — Advance or change the deal stage
• Update Deal Value — Modify the deal amount
• Assign Deal Owner — Transfer ownership

Notification Actions

• Send Email Notification — Alert a team member via email
• In-App Notification — Push notification in Clozup
• Webhook — Send data to external systems (Slack, Zapier, custom APIs)

Pre-Built Templates

Clozup includes automation templates for common workflows:

• Hot Lead Alert — Notify owner when lead score exceeds 80
• Auto-Create Deal — Create deal when a positive reply is detected
• Stale Deal Escalation — Notify manager when a deal has no activity for 7 days
• Round-Robin Assignment — Distribute new leads evenly across the team
• Win Celebration — Send team notification when a deal is won
• Re-Engage Cold Leads — Add leads to a nurture campaign when they go cold

Monitoring & Logs

Every automation execution is logged with a detailed audit trail:

• Trigger event timestamp and details
• Conditions evaluated (pass/fail)
• Actions executed with results
• Error details if any action failed

Access logs from the automation detail page or from Admin → Audit Logs.