Automatic Trigger – Condition – Action | No code required

Design and operate automated processes for sales, marketing, and customer service. GTG CRM helps you reduce manual tasks, respond faster, and ensure consistency across all processes.

Table of Contents

Introduce

Automation is a powerful feature of GTG CRM that helps businesses automate repetitive workflows. Instead of manually performing each step, the system will automatically execute according to a pre-set scenario.

What is automation?

Automation in GTG CRM operates on the Trigger → Condition → Action model.

Trigger : An event that starts a process (e.g., creating a new task, updating a contact).
Condition : The conditions that must be met to continue (e.g., status = "To Do")
Action : An automated action performed (e.g., sending an email, creating a task)

Why do we need automation?

Common problems

Employees waste a lot of time on repetitive tasks.
It's easy to forget steps in complex processes.
It is difficult to ensure consistency in handling tasks.
Delayed customer response

Solutions with Automation

Save time : Automate routine tasks.
Reduce errors : Eliminate human errors.
Increase response speed : Send emails/notifications instantly.
Ensuring the process : All tasks follow a standard script.

Main ingredients

1. Trigger

Triggers are the starting point of all automation. You need to identify:

Object Type : Object type (Task, Contact, Deal, etc.)
Activity : Triggered activity (Create, Update, Delete...)

Object Type Task

2. Condition

Condition helps filter and check specific conditions:

Field : The data field to be checked (Status, Type, Priority...)
Operator : Comparison operator (equals, not equals, in, not in...)
Value : Comparative value

Condition Element

3. Action

Actions are operations that are performed automatically:

Send Email : Send an email to a contact or team member.
Create Task : Create a new task
Update Field : Update information
Wait/Delay : Wait for a period of time

Send Email Action

4. Wait/Delay

Allows the process to pause for a period of time:

Minute
Hour
Day

Wait Delay

5. Human (Human intervention)

When human intervention is needed in the process:

Create tasks for specific employees.
Set priorities and deadlines.
Please wait for processing before continuing.

Human Element

Workflow Builder

GTG CRM provides an intuitive interface for building automation processes:

Workflow Builder

Key features:

Drag & Drop : Easily drag and drop elements.
Visual Flow : View the entire process as a diagram.
Auto-arrange : Automatically arranges the layout.
Available templates : Use popular workflow templates.

Additional Search Speed

Template Automation

GTG CRM offers ready-made automation templates to help you get started quickly:

Edited Template

Practical applications

1. Welcome new customers.

Trigger: When a new contact is created
Action: Send a welcome email

2. Automatic follow-up

Trigger: When a task is created
Condition: Status = "To Do"
Action: Send a reminder email to the team.
Wait: 10 minutes
Condition: Task type = "Meeting"
Action: Create a task for manager to review

3. Escalation process

Trigger: When the deal is not being updated
Wait: 3 days
Action: Notify the supervisor

Conclude

Automation helps businesses run more smoothly, saving time and resources. With GTG CRM, you can easily set up automation scenarios tailored to your business processes.

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