Automations on dates, reply times and follow-ups

These rule options build on pipeline rules. Owner and Company admin set them under a pipeline's Automations tab.

#A date on the deal

WHEN → A date on the deal is reached… runs a rule a number of minutes, hours, days or months before or after a date or date-and-time field of the deal, for example 1 day before Arrival date or 3 months after Operation date. 0 runs it on the date itself.

• Dates are checked every minute. Each rule runs once per deal and date; if the date changes, it runs again for the new date.
• A date without a time counts as 09:00 in the company's time zone. Months keep the same day of the month.
• Dates that are more than three days in the past are skipped, so an old record does not send a message today.

#New lead not answered in time

WHEN → New lead not answered in time runs when nobody from the team has replied to a new lead within the minutes you choose. Enter 0 to use the reply target from the Leads settings. Use it with Notify → Owner's manager or Notify → The team.

#More actions

• Wait can be minutes, hours or days.
• Create task → A member with role… gives the task to a member with that team role, taking turns. Without such a member, the deal owner gets it. See team roles.
• Copy deal to pipeline copies the deal into another pipeline and stage, with its contact, owner, fields and tags. The original deal stays as it is, and both cards link to each other. A deal is copied to the same pipeline only once.
• Suggest close as lost shows Close as lost? on the deal card, with the reason you choose, and creates a task. One click closes the deal; Keep open removes the suggestion. Nothing is closed automatically.

#Conditions on language and consent

Under IF you can check the contact's language and consent, for example Photo consent (marketing) is yes. See Contact language and consent.