This tutorial video provides a complete walkthrough on how to create and manage automation flows inside the IntoAEC CRM. You’ll learn how automation helps streamline lead follow-ups, client communication, and internal workflows.
The video explains how to design automated actions that run based on specific triggers.
You’ll also see how to set conditions to control when each automation should execute.
These features help you build efficient workflows that reduce manual work and save time.
With IntoAEC automation, you can ensure no lead, task, or important update is ever missed.
Watch the tutorial video:
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