Sales Automation

Keep sales moving. Without chasing every step.

Automate the repetitive work behind your sales process — assigning leads, updating records, follow-ups, reminders and multi-step outreach — so your team can spend more time selling.

Visual workflows·Sequences·Triggers·Actions
Workflow · new qualified lead Live
Lead marked qualified Trigger
Source: inbound demo request
If Condition
Score above 80 and in target region
Yes
Assign owner Action
Round-robin by territory
Create task Action
Intro call within 24 hours
No
Add to nurture Action
Monthly education sequence
The problem

Your sales process shouldn’t depend on someone remembering every step.

Individually these are small tasks. Across hundreds of leads and opportunities they become hours of repetitive work — and chances for things to be missed.

A lead comes in and needs an owner.
A proposal goes out and needs a follow-up.
A deal moves stage and another team needs to know.
A customer goes quiet and someone needs to reconnect.
The alternative Define what should happen, when it should happen and who should be involved — then let Automation handle the repetitive work behind it.
Visual workflows

Build the process once. Let SalesAstra run it every time.

Turn the way your team works into visual workflows. Start with an event, define the conditions, and decide what should happen next — without relying on people to remember every step.

Workflow builder Deal stage changed
Deal stage changed Trigger
From: Financial proposal · To: Negotiation
Create task Action
Send revised commercial terms
Wait for duration Action
Wait 3 days
If Condition
No customer activity since the proposal
Yes
Notify sales manager Action
Deal at risk of stalling
Start sequence Action
Negotiation follow-up cadence
No
Complete End
Customer already re-engaged
Record createdField changedStage changedTime-basedConditionsActionsNotificationsTasks
Real sales processes, automated

Automate the work that happens between the big moments.

The routing, the handoffs, the reminders — the steps that decide whether an opportunity keeps moving or quietly stalls.

New lead assignment
Lead captured→Check territory→Assign rep→Create task→Notify owner
No manual routing. No waiting for someone to notice the lead.
Qualified lead handoff
Lead qualified→Create deal→Assign owner→Schedule follow-up
The opportunity moves into the sales process without duplicate work.
Proposal follow-up
Proposal sent→Wait 3 days→Check activity→No response→Create follow-up
Follow-up becomes part of the process instead of relying on memory.
Deal won handoff
Deal won→Notify finance→Create handoff task→Share deal information→Track completion
The moment sales closes the opportunity, the next team can start moving.
Less coordination. Fewer handoff gaps. More consistent execution.
Responds to your sales process

The right action, at the right moment.

Automation becomes valuable when it responds to what is actually happening. Workflows begin from events across the sales process and branch on the conditions you define.

Deal enters negotiation Trigger
Stage changed by the owner
If Condition
Decision date within 7 days
Create high-priority task Action
Confirm the timeline with the owner
A builder with real building blocks — not just task reminders. Combine logic, timing, data and communication nodes to build anything from a two-step reminder to a complete multi-stage sales process.
Logic & timing
IF / conditionsBranchesWait for durationDate-based triggersSchedules
Data & integrations
Update recordCreate recordAssign ownerWebhooksAI actions
Communication
EmailWhatsAppOTPNotificationsTasks
Sales sequences

Follow up consistently — without managing every touchpoint by hand.

Some automation happens inside your organization. The rest is about staying engaged with the customer. Sequences organize structured, multi-step follow-up across the sales cycle.

Sequence · new lead 4 steps · 8 days
Day 1
Email Introduction Opening note from the deal owner
Wait 2 days
Day 3
WhatsApp Follow-up message Short nudge on the same thread
Wait 2 days
Day 5
Call task Contact the prospect Task created for the owner
Wait 3 days
Day 8
Email Final follow-up Close the loop either way
Sequence complete
A workflow is process logic. A sequence is engagement cadence. One decides what should happen inside your process. The other keeps the conversation with the customer moving, across email, WhatsApp and call tasks.
Playbooks

Turn your best follow-up process into something the whole team can run.

Your strongest reps already know how and when to follow up. Sequences turn that experience into a consistent process rather than individual habit.

New lead
Introduction→Follow-up→Call→Final touch
Post-demo
Thank you→Proposal follow-up→Decision check-in
Re-engagement
Reconnect→Share context→Call task→Final follow-up
Proposal follow-up
Proposal sent→Reminder→Commercial follow-up→Call task
Make consistent follow-up part of the sales process.
Workflows + sequences

Automate the process. Automate the follow-through.

Two halves of the same engine — one reacting to what happens inside your CRM, the other keeping the customer conversation moving.

Workflows · when something happens Lead created, stage changes, a field updates, time passes, a condition is met.
Assign ownerUpdate recordCreate taskSend notificationStart sequence
Sequences · keep the engagement moving A cadence the customer actually experiences, step by step.
EmailWaitWhatsAppWaitCall taskFollow-up
Workflow decides what should happen. Sequence keeps the engagement moving.
Save the hours that don’t need a human

Your team should spend time selling — not maintaining the sales process.

None of these tasks is difficult. Repeated across an entire sales organization, they consume real time and attention.

Assign the leadCreate the taskSend the reminderUpdate the statusNotify the managerSchedule the follow-upStart the sequenceCoordinate the handoff
Less manual CRM work Reduce repetitive updates, assignments and task creation.
Fewer missed follow-ups Make follow-up part of the process rather than dependent on memory.
Faster lead response Route opportunities and create actions as soon as they enter SalesAstra.
Consistent execution Turn your sales process into repeatable workflows and sequences.
Cleaner handoffs Keep sales, finance and other teams connected when opportunities move forward.
More selling time Give reps back the hours spent administering the CRM.
Automate the repeatable. Keep people focused on the valuable.
Human control

Automate the work. Keep your team in control.

Automation shouldn’t mean giving up control of your sales process. Your team defines the triggers, conditions and actions — SalesAstra executes the process you designed.

Your process · you define Triggers, rules and conditions
TriggersRulesConditionsActionsSequences
SalesAstra · executes Consistently, at the right moment
ConsistentlyAutomaticallyOn time
Your team · stays in control Review, adjust, pause, improve
ReviewAdjustPauseImprove
Human-defined. Automatically executed.
The intelligence connection

From intelligence to execution.

Insights from across the sales process help teams decide what deserves attention. Automation provides the engine to execute the repeatable actions behind it.

Signal Customer activity
Context SalesAstra record context
Astra intelligence What needs attention?
Automation What should happen next?
Action Task, notification, workflow or sequence
Intelligence helps you decide. Automation helps you execute.

Put repetitive sales work on autopilot.

Build workflows that keep your process moving and sequences that keep customers engaged — while your team focuses on the conversations that actually need them.

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