Customer Journey Automations
Turn each customer signal into a thoughtful next step
Build consent-safe journeys from forms, CRM changes, bookings, appointments and your unified inbox. Activate only when the flow looks right.
Create your first customer journey
Start from a proven template or describe the outcome to your assistant.
Draft
Entry trigger
When should this journey start?
Re-entry
How often may a contact enter?
Use “Only once” for welcome and onboarding journeys. Use repeated entry carefully.
Safety
Built-in protections
- Marketing email requires active consent.
- Tests never change data or send messages.
- No WhatsApp or social message is sent automatically.
- Active journeys must be paused before editing.
- Every step is written to an audit log.
Safe test
Simulate this journey
The path is calculated and logged, but no email, tag, task or CRM field is changed.
Execution history
Contacts and steps
No journey activity yet.