At Accountable, we understand that consistency and speed are key to closing more deals and improving team productivity. That’s why we’ve introduced "Automation for Company" — a powerful feature that enables Company Admins to create automations that benefit the entire organization.
What Is It?
Automation for Company allows Company Admins to build and manage automation workflows that apply to all users within the company. Whether it’s triggering follow-up emails, assigning tasks, or moving contacts through pipeline stages — this feature ensures that every team member operates with the same level of precision and consistency.
Who Can Use It?
This feature is accessible only by Company Admins, giving them full control over creating and managing automations that will impact all Company Users.
Key Benefits:
Centralized Control: Admins can manage automations from a single place, ensuring consistency across the team.
Time-Saving Workflows: Automate repetitive tasks like follow-ups, status updates, or reminders — allowing users to focus on high-value activities.
Improved Compliance: Ensure all users follow company standards for communication and lead management.
Scalable Efficiency: As your team grows, your automation processes scale effortlessly without added complexity.
Note: Company Automations are created at the admin level and will be visible and active for applicable users. Make sure to test new workflows to ensure optimal performance across your team.
Steps To Create Automation For Company:
From the top navigation bar, please select Admin.
On the Company page, click on Marketing.
Within the Marketing section, navigate to the Automation tab.
On the Automation page, click the New Automation button to begin.
Enter a name for your automation and click Save.
Click the Add Trigger button.
With our new AND/OR condition feature, you can now add multiple triggers using both AND and OR logic, providing greater flexibility and control over when your automation actions are executed. This update allows you to define more precise trigger rules by combining conditions as needed.
To add multiple trigger click the plus (+) icon to add an trigger. Here you can add another trigger. You can toggle the button for the "AND/OR" condition.
And after adding the trigger. Click the Save button.
Next, click the plus (+) icon to add an action. From the available actions, select any actions. Eg: Send Email to Contact.
A modal popup window will appear. Here, please select the Email Template. Once completed, click Add.
If needed, you can use the Exclude button to remove specific users from triggering this automation.
Click the End Conditions button to stop the automation trigger if the conditions are met based on your preferences.
Switch the toggle from Inactive to Active to enable the automation.
And click Save to apply and store your automation.
Finally, if the automation trigger conditions are met, your selected automation action will be executed.
And Click the Go Back button to redirect to the Automations page.
If you want to deactivate the automation, simply toggle the status button, and it will deactivate. You can click the clone button to duplicate the automation, the pencil icon to edit it, and the trash icon to delete it.
If you have any issues using a Company Automation or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support