What Is Marketing Automation?

Marketing automation uses triggers, rules and actions to execute repeatable marketing or operational tasks with less manual intervention.

How it works

A workflow begins with a trigger and then performs one or more actions.

Lead nurturing, appointment reminders, follow-up sequences, onboarding, feedback collection and CRM updates are common uses.

A useful workflow has a defined event, clear conditions and a desired outcome.

Automation works especially well when it can use CRM information such as contact details, pipeline stage or appointment status.

Compare workflow flexibility, integrations, channels, reporting, maintenance and usage-based costs.

Compare the platform against your actual requirements before deciding.

Official HighLevel source. Verify current product details and pricing before purchase.