Automations allow Sage Sales Management to perform actions automatically whenever the conditions you define are met.

As you use the CRM, you’ll naturally encounter repetitive tasks, such as updating information, creating tasks, logging activities or keeping data synchronised across different records. Automations help these processes run automatically, saving time, reducing errors and ensuring a more efficient and consistent way of working.

You don’t need any programming knowledge to get started. Automations are configured using rules that combine triggers, conditions and actions to match your business processes.

This collection will help you get the most out of Automations in Sage Sales Management.

You’ll learn how Automations work, how to create and test your first workflows, how to define conditions for different scenarios, and how to resolve the most common configuration issues.

As Automations continue to evolve, this collection will grow with new examples, use cases and capabilities to help you automate even more processes across Sage Sales Management.

Start with Automations: Simplify and optimise your daily processes to learn the core concepts behind Automations and discover how they can improve your team’s daily work.