Syncro
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AUTOMATIONS

Automations that work while your team rests

No-code automation engine with triggers, conditions and actions. Set it up once and let the system work for you.

Try free for 14 days

What you can do

Triggers

Message received, new conversation, lead created, stage changed, lead won/lost or specific date.

Conditions (filters)

Filter by message body, lead source, tags, pipeline, stage, channel and much more.

Automatic actions

Add tags, move stage, assign user/AI/chatbot, send WhatsApp, schedule message, webhook and more.

Nurturing sequences

Automatic follow-up in steps with configurable delay. Multi-channel with fallback to HSM template.

AI extraction

The automation can use AI to extract lead data (name, email, interest) from messages.

Webhooks

Integrate with any external system by sending real-time data when events happen.

Set it once, run forever

Syncro's automations eliminate repetitive manual work and make sure no lead is forgotten.

  • Unlimited automations on all monthly plans
  • Automatic exit triggers in sequences
  • HSM templates in automatic follow-up
  • Sequence enrollment via automation or form
  • Create task automatically
  • Transfer to a specific department

Clear your doubts

What can I automate in Syncro?

You build automations with triggers (message received, lead created, stage changed, lead won or lost, specific date), filter conditions and actions like move stage, add tag, send WhatsApp, schedule message and fire a webhook.

Do I need technical knowledge to build automations?

No. The automation engine is no-code: you configure triggers, conditions and actions through a visual interface, without writing code.

Do automations help with follow-up?

Yes. You build multi-channel nurturing sequences with configurable delay and automatic fallback to HSM templates when the 24h window closes, making sure no lead is forgotten.

Can I integrate with external systems?

You can. Through webhooks, the automation sends real-time data to any external system whenever an event happens in Syncro.

Ready to automate your sales ops?

Try free for 14 days. No credit card, no commitment.

Get started now