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.
Features
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.
Details
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
The questions that come up most about this feature.
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.
No. The automation engine is no-code: you configure triggers, conditions and actions through a visual interface, without writing code.
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.
You can. Through webhooks, the automation sends real-time data to any external system whenever an event happens in Syncro.
Ready to see Syncro running on your WhatsApp?
5 days free, no credit card. Connects in 2 minutes and you already see the first lead landing in the pipeline.