One rules engine over your whole CRM. A lead lands, a deal closes won, a prospect asks a question in your sales room, a record goes quiet for two weeks — and youdou runs the play you wrote: enroll, task, enrich, notify, or wait for your say-so.
A new lead, contact or company is created — from your website, an import, a check-in, or by hand. Every creation path counts, and a new rule never fires retroactively on your history.
An opportunity moves stage, closes won, or closes lost — detected however it happened, including imports and sync.
First view by a prospect, a question asked, a form submitted, a quote requested — your digital sales room becomes a trigger surface. Your own team’s activity never fires anything.
A link clicked, opened three-plus times, a reply received, a bounce, an unsubscribe — straight off your tracked sends.
A sequence finishes with no reply. Someone attends your event — or no-shows it. An import completes.
No touch in N days. A task goes overdue. A zone expires within a week. The quiet things that cost deals, watched for you.
Mark hot, set a field, add a note, add to a list, create an opportunity, move a stage — the CRM writes you’d do by hand, done the moment they matter.
Enroll in a sequence, send an email from your template library — through your normal send path, with tracking, your unsubscribe footer, and merge tags intact. Or pause their sequence when they reply.
Create a task and assign it to a teammate. Send yourself a notification. Re-send a prospect’s zone invite. Add them to an event.
Run enrichment on company-owned domains only. Run a website audit. Ask the AI a question about the record and get the answer as a note.
Have the AI draft the follow-up from the thread and the record — ready in your drafts, never auto-sent.
POST the event to any URL you run — the power exit for everything else.
Every rule draws itself: trigger → conditions → actions, as a flow you can read. The builder shows the same picture live while you edit — it cannot disagree with what Save stores.
A dry run against your newest matching record: which gates pass, whether it would fire, exactly what it would do — and nothing executes.
Any rule can queue its matches for your approval instead of acting. Sending a template email? Put it behind the gate. Marking hot? Let it run.
Every run records what it did, per action, with the date — including the skips: “already enrolled”, “do-not-contact”, “no email”. And your daily digest carries the count.
Field, operator, value — the same conditions your lists and reports use. Match all or any.
One checkbox skips gmail, yahoo and every other free-mail domain — so enrichment and sequences spend only on real prospects.