Automation
Workflow Automation
Build no-code workflows in Madey CRM to auto-assign leads, send alerts, trigger reminders, and standardize process execution at scale.
50%
Lower Manual Effort
24x7
Rule Execution
100%
Configurable Triggers
Feature Coverage
- Create workflows by module and event type
- Trigger on create, update, and status changes
- Add business conditions for precise execution
- Run actions like assignment, reminders, and alerts
- Activate, pause, and monitor workflow lifecycle
- Edit workflows as business rules evolve
How It Works
Business Benefits
Less Manual Work
Automate repetitive operations so teams can focus on higher-value actions.
Faster Response
Event-based triggers ensure timely actions on critical lead and customer states.
Process Standardization
Consistent workflows across users improve SLA adherence and team coordination.
Controlled Governance
Structured rules reduce dependence on ad-hoc manual decisions.
Included in This Feature
Quick FAQ
Can we auto-assign leads based on status or source?
Yes. Workflow conditions support routing logic by source, status, owner rules, and more.
Can workflows be paused without deleting them?
Yes. Workflows can be activated or paused at any time from the automation list.
Customer Perspective
Karan Batra · CRM Admin, SkyReach
“Automation removed repetitive coordination work and helped our team hit response SLAs consistently.”
Implementation Deliverables
- Workflow setup by module
- Trigger-condition-action configuration
- Alert and reminder automation
- Workflow health and state monitoring