CRM automation

CRM automation sets what Aila changes in your CRM after each call, using rules written as sentences.

Who can use it: Owners, Admins, and Managers set up all rules. Other members see only their own task rules.

You need a connected GoHighLevel account first. See Connections. Without it, the page asks you to connect GoHighLevel.

Add a rule

1. Go to Settings > CRM automation.
2. Click Add a rule.
3. Choose the rule type: Tag, Stage, or Task.
4. Finish the sentence, for example which tag to add or which pipeline stage to move the contact to, and when the rule is true.
5. Save. A rule that is on runs on new calls.

Edit a rule's sentence in place. It saves when you press Enter or click away. Delete a rule from its row.

Related

• Connections
• Call setup
• Integrations