Automations
Let the busywork run itself
Describe what should happen when something changes, and Cobble does it every time. Assign new leads, create follow-up tasks, notify the right person, or call your own systems with a webhook.
Triggers that matter
Start when a record is created (including by a form), a field changes, a deal moves stage, a task is completed, a contact replies, or a deal's close date is near.
Conditions you control
Only act when the rules you set are true, such as a deal over a certain size in a certain region.
Actions that do real work
Assign an owner (including round-robin), create tasks, update fields, enrol in a sequence, notify people or call a webhook.
A clear run history
See each run, the record it ran on and whether each step succeeded.
Know what ran, and when
Every automation keeps a log of each run and whether each step succeeded, so nothing happens in the dark. Pause or edit one whenever you like.
- Round-robin assignment
- Enrol in sequences
- Notification and webhook actions
- Run history for every automation
Questions
Do I need to code?
No. Automations are built with a visual editor. If you want to call your own systems, there is a webhook action. Slack alerts for events such as a deal being won are set up separately, in Settings, Integrations.
Is there a limit?
Starter includes 5 active automations, Growth 50, and Scale and Enterprise are unlimited.
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