Running automations

There are multiple ways to run an automation that you've created. Learn each of the ways you can run an automation below.

Learn how to run an automation for a new contact or company:

• Select “Add” in the upper left navigation bar. Then, choose “Contact” or “Company” depending on which record type you’d like to create.
• In the dialog that opens, enter the relevant details for the new record.
• At the bottom of the dialog, select “Run Automation.”
• Choose the desired automation in the dialog that opens.
• Select “Create contact” to create the new contact or company and run the automation!

Learn how to run an automation on an existing contact or company:

• Go to the contact or company directly. Mouse over the “Attach an item” option in the upper right.
• In the dropdown, select “Run automation.”
• Choose the desired automation, and it’ll run immediately!

Learn how to run an automation for a pipeline item:

• Go to the pipeline report or the contact that currently has the pipeline item saved.
• Click on the pipeline item that you’d like to run the automation on.
• In the dialog that opens, if necessary, make any status or pipeline updates. Then, select “Run Automation.”
• Select the desired automation in the dialog that opens.
• Click “Save [pipeline name]” to save the changes and run the automation.
• Want an automation to run automatically when the status is changed instead? Learn how to here.