Streamline your sales pipeline automatically
Trigger internal workflows automatically, like pinging your team when a new lead is added.
Undesk Team
20 Jan 2027
Watch Automations in action
Coming soon (2:45)
About This Feature
Automations in Undesk are designed to eliminate the manual busywork between your tools. For example, our system deeply integrates the Lead Scraper with the Deals pipeline. When a new prospect is found, an internal automation can instantly generate a Deal card and assign it to a stage, ensuring nothing falls through the cracks.
What You Can Do
View and manage your active internal triggers.
Automatically create deals when new leads are captured.
Ensure information flows seamlessly from the CRM to the Sales pipeline.
Reduce manual data entry across different dashboard areas.
Requirements
Automations are natively tied to your Deals and Clients features.
Some triggers run entirely in the background to ensure consistency.
Does not currently support outbound connections to third-party apps like Zapier.
Frequently asked questions
Everything you need to know about how this feature works.