Creating Your First Automation

Automation

Creating Your First Automation

Getting Started

Building your first automation is straightforward. Lead Fuel CRM's intuitive builder guides you through each step, allowing you to create powerful workflows without coding knowledge. In this guide, we'll walk through creating a simple welcome email automation that sends immediately when someone fills out your contact form.

Step-by-Step: Welcome Email Automation

Building a Multi-Step Workflow

Once you've mastered the basics, you can add multiple steps to your automation. After the welcome email, you might add a 2-day wait, then send a follow-up email, then assign the contact to a team member. Stack actions by clicking "+" after each action to add the next step.

Using Conditions to Branch Workflows

Conditions allow different contacts to take different paths through your automation. For example, you could send different follow-up emails based on which service a contact is interested in, or route hot leads to sales while cold leads go to nurturing. Add conditions by clicking "Add Condition" in the automation builder.

Testing and Activating

• Always test your automation before activating it for all contacts
• Use your test contact or create a dummy lead to verify each step executes correctly
• Check that emails send, SMS messages arrive, and tags are applied as expected
• Once you're confident, toggle the "Active" switch to start the automation
• Monitor the automation for the first 24 hours to ensure smooth operation

Tip: Save draft automations as you build them. You can return later to refine them without affecting live automations.

Need more help? Contact Lead Fuel CRM support for personalized assistance.