Automation Workflows

Less admin, more impact

Automate tasks, labels, and handoffs as deals move through your pipeline. Create recurring work, set due dates and priorities automatically, and keep everything in sync with Zapier—so your team can focus on the real work.

Create Recurring Tasks

Integrate With Zapier

Automate Your Pipeline Stages

Manual updates slow everything down

When your pipeline needs babysitting, momentum dies

Moving deals between stages shouldn’t trigger a checklist of admin. Yet teams still create tasks by hand, adjust labels, and chase follow‑ups. Work gets delayed, context goes missing, and opportunities stall.

Automations that move work forward

Triggers on stages and time, actions across tasks, labels, and more

53° Automation Workflows let you define rules that fire when deals change stage—or after a set time in a stage. Automatically create tasks with due dates and priorities, add or remove labels on deals, contacts, and companies, and spin up recurring tasks to keep routines on track.

Automatic task & label creation

Stage & time based triggers

Recurring tasks for recurring jobs

Built in notifications & alerts

Activity logs for every automation

Zapier integration to sync elsewhere

Pipelines that run themselves

Fewer clicks, faster follow‑ups, cleaner data

Your team spends less time on admin and more time on high‑value work. Follow‑ups happen on time, labels stay accurate, and routines run reliably—so deals move faster and nothing slips through the cracks.

Related Features