Autoflow - Tips for simple CRM automation
Here are some tips for best practices for Autoflows.
Begin with one clear, high-impact use case (e.g., tagging new leads or setting next actions when a deal hits a certain stage).
Tip: Don’t try to automate everything at once.
Make sure each Autoflow has one clear goal (e.g., assign a task, update a field, or notify a team member).
Tip: Avoid combining too many actions into a single flow unless they are directly related.
Name your Autoflows based on their function, like:
- “Tag: New Lead Qualification”
- “Notify: Deal Won Follow-up”
This helps you and your team know what each one does at a glance.
Double-check that Autoflows aren’t repeating or overlapping actions already covered elsewhere (e.g., same tag being applied multiple times).
This can cause confusion or clutter your CRM.
Test each Autoflow with a sample contact to make sure it works exactly as expected.
Tip: Use internal test contacts before rolling it out to live data.
Set a reminder to review your Autoflows monthly or quarterly.
Clean up anything that's outdated, unused, or could be merged with another.