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Automation

Automate the work that is actually connected.

Draft the email, store the sequence as a plan, and move the lead when you do. The platform will not mark a message sent, a reply detected, or a workflow run if that system is not connected.

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Follow-up path

  1. New lead
  2. Email draft
  3. Follow-up note
  4. Reply you record
  5. Qualified
  6. CRM stage

Messages are marked sent only after an email provider is connected. Open tracking and reply detection are not part of the product yet.