Product

Repeat the path without repeating yourself

When a high-intent request arrives, assign, notify, and open the CRM record automatically.

WhenNew high-intent lead
01

When this, do that

Conditions on intent, priority, source, or field values.

02

Assign and notify

Route to a person or team and tell the channel.

03

Open the record

Create CRM objects and tasks in the same step.

Turn data collection into action.

Start from a prompt or a template. Collect structured data, then route the work that follows.