When a lead comes in, a deal changes stage, or an appointment is an hour away, Pipe Crush automations create the task, reassign the owner, enroll the sequence, or send the reminder for you — tenant-scoped, retry-safe, and fully logged. Build one visually, start from a template, or just describe it to the dashboard assistant.
A lead, deal, form, call, appointment, task, or SMS event happens.
Match on any/all field comparisons before anything runs.
Up to 10 ordered actions run, each logged with its own result.
Chain them together on a single automation — create the task, reassign the owner, and enroll the sequence, all from one triggering event.
Assign a follow-up task to the record owner, a specific teammate, or the next person in a round-robin rotation.
Hand a lead or deal to a new owner and email them the details automatically, with an optional handoff note.
Change status, stage, score, or custom fields against a fixed whitelist per record type — never an arbitrary column write.
Spin up a new lead, deal, task, customer, or contact from the event, with values pulled from the triggering record.
Add the lead to a cold email sequence, skipping anyone already enrolled, unsubscribed, or bounced.
Drop the lead into an evergreen email marketing campaign, with an optional delay before the first send.
Text the lead or appointment attendee a templated message, honoring opt-out status automatically.
Call with a spoken script or hand the conversation to an AI voice assistant, respecting quiet hours by default.
Every recipe below is a ready-made template in the builder — pick one, adjust it, and turn it on.
The moment a form or landing page submits, create a high-priority follow-up task for the owner and enroll the lead in a nurture sequence.
When a deal moves into a chosen stage, hand it to the right rep on a round-robin rotation and email them the handoff.
An hour before a booked appointment, text or call the attendee with a reminder so fewer people no-show.
Automations that touch money, reputation, and customer data need guardrails, not just triggers.
Every event and every run is scoped to your account and logged, so nothing crosses between customers and nothing runs unseen.
A failed action retries automatically up to three times with backoff, and stays visible in run history instead of silently failing.
Use the drag-free builder, start from a template, or describe the automation to the dashboard assistant and review the draft it proposes.
Preview how many records an automation would affect before switching it on, so spend-sensitive actions never surprise you.
A CRM automation is a trigger-conditions-actions rule: when something happens in your CRM, Pipe Crush checks your conditions and then runs one or more actions automatically, such as creating a task, reassigning the owner, or enrolling the lead in a sequence.
Automations can fire on a new or updated lead, a new deal or a deal stage change, a form or landing page submission, an email reply, a completed inbound or outbound call, a booked or canceled appointment, a completed task, a received SMS, or a time-relative trigger for an upcoming appointment.
Yes. The dashboard assistant can create, list, inspect, and activate or pause automations from a plain-language request, such as "when a form lead comes in, create a follow-up task and enroll them in my nurture sequence." It always creates new automations as a draft so you can review and activate them yourself.
Yes. SMS actions honor opt-out status, and outbound calls default to a quiet-hours window you can configure per automation. Actions that spend money or reputation only run once an automation is set to active.
Yes. A dry-run preview shows the number of records that would be affected and the actions that would run, so you can verify the logic before activating. Every run is logged with a per-action result and retried automatically on failure.
Start from a recipe, build from scratch, or ask the dashboard assistant to draft one for you.