CRM Automations
Build visual CRM workflows that react to contacts, deals, calls, and dispositions — then send messages, create tasks, assign users, and more.
Nectar Desk CRM automations let admins build visual workflows triggered by events such as contact created, deal created, won or lost, call ended, or disposition set. Each workflow can send an SMS or email, wait, place a call, tag a contact, assign a user, create a task, add to a list or DNC, and every run is logged.
Event Triggers
Start a workflow when a contact is created, a deal is created, won or lost, a call ends, or a disposition is set.
Messaging Actions
Send an SMS or email, add a wait step, or place a call automatically as part of the workflow.
CRM Actions
Add or remove tags, assign a user, create a task, add the contact to a list or DNC, or block incoming calls.
Run Logs
Review a log of every automation run to see which steps fired and confirm workflows behave as intended.