Workflows & Automation
Automate the busywork. Keep the selling.
Build "when this happens, do that" rules across your whole CRM — no code, no analyst. KudosCRM watches every deal, form, and ticket, then routes, tasks, and notifies the moment something changes.
Nothing slips through
New lead, stalled deal, breached SLA — a workflow reacts the instant it happens, so follow-up never waits on someone remembering to do it.
No-code, no analyst
Pick a trigger, add conditions, choose actions. Anyone on the team can build a workflow in plain language and turn it on with a click.
One engine, every module
Triggers fire across sales, growth, support, and finance on the same spine — so a form submit can route a lead, create a task, and notify a rep in one flow.
How it works
Every part, explained.
Pick a trigger
Choose the event that starts the workflow: a deal moves stage, a form is submitted, a quote is accepted, a meeting is booked, or an order is placed — 20+ events across every stage.
Add conditions
Narrow it down with field rules — deal amount over a threshold, country equals a region, tag contains a value. Combine with AND/OR and nested groups.
Branch if you need to
Split the path on a value with up to four branches. High-value deals go one way, everything else another — all in the same flow.
Choose your actions
Create a task, send an email, assign an owner, move a stage, update a field, add a tag, post to Slack, or call an outbound webhook. Chain as many as you need.
Add a wait, then activate
Insert delays to pace a sequence, then flip the workflow live. It runs silently in the background and logs every run for you to trace.
Deep dive
Everything that's in the box.
Ready-made templates
Install a prebuilt automation as a draft in one click, tweak it to fit, and turn it on. Start from a recipe instead of a blank canvas.
Visual builder
Lay out trigger, conditions, branches, and actions as a chain you can read at a glance. No DSL to learn, no YAML to hand-write.
Lead routing rules
Auto-assign new leads by round-robin or territory the moment they land, so the right rep owns them before the lead goes cold.
Cross-module triggers
Fire on deal stage changes, quote views and acceptances, form submissions, meetings booked, orders placed, and project health changes — one event grammar across the platform.
Outbound webhooks
Call any URL with GET, POST, PUT, PATCH, or DELETE to push events into the tools you already run. Connect KudosCRM to the rest of your stack.
Kudos AI steps
Drop AI actions into a flow to draft an email, summarize a record, or classify free text — then branch on the result and let a human approve.
Conditional logic
Field rules with operators like equals, contains, greater-than, and is-empty, grouped with AND/OR, so workflows only run when they should.
Run history & tracing
Every run records the path it took node by node, so you can see exactly what fired, what matched, and what each step did.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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