Automation
Automation rules connect something that happens on your site to an action Smart LeadLock takes automatically, without you enrolling anyone by hand. Sequences (covered separately) are one thing a rule can trigger, but rules aren’t limited to email: a rule can send a WhatsApp message, add a tag, move a lead to a new pipeline stage, adjust their score, or notify you, based on far more than just a form submission.
Triggers
A trigger is the “when” of a rule. Available triggers:
- Form submitted — a specific form, or any form
- Tag added or removed — react the moment a lead is tagged or untagged
- Score crosses a threshold — for example, when a lead’s score passes 50
- Pipeline stage changed — when a lead moves into (or out of) a specific stage
- Order paid (Pro/Agency) — fires once a payment is confirmed, not just initiated
Actions
An action is the “then.” A single rule can run more than one action, in order:
- Enroll in an email sequence
- Send a one-off email
- Send a WhatsApp message to the lead
- Add or remove a tag
- Move to a pipeline stage
- Adjust lead score by a fixed amount
- Notify an admin email address
Building a rule
Go to Automation → Add New. Choose one trigger, add one or more actions, and save. Rules run in the order they’re listed when more than one could match the same event, drag to reorder if sequence matters for your setup.
A few real examples
Instant follow-up: trigger on “Form submitted,” action “Send WhatsApp message” with a quick acknowledgment, often opened faster than email. Re-engagement: trigger on “Score crosses below 20,” action “Enroll in re-engagement sequence.” Sales handoff: trigger on “Pipeline stage changed to Qualified,” action “Notify admin email” plus “Add tag: hot-lead.” Post-purchase: trigger on “Order paid,” action “Enroll in onboarding sequence” plus “Move to pipeline stage: Customer.”
WhatsApp setup
Sending WhatsApp messages requires connecting a WhatsApp Business number first, under Settings → Integrations. Once connected, “Send WhatsApp message” becomes available as an action on any rule, the lead’s phone number is taken from whichever form field was mapped to Phone.
Automation vs. sequences
A sequence is a fixed series of timed emails. Automation is the layer that decides who gets enrolled in one, and what else happens alongside it, tagging, scoring, and pipeline movement included. Most real setups use both together: automation rules watch for the right moment, sequences handle the follow-through.