CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right-hand corner!
Kickstart Your CRM Automation with ActiveCampaign in Just 3 Minutes
Ready to streamline your sales processes and enhance efficiency? Here’s a quick guide on getting started with CRM automation that can transform your business interactions:
- Customize Your CRM: ActiveCampaign’s CRM is fully customizable to fit any business process you can imagine, from managing team meetings to tracking customer journeys. Tailor it to align perfectly with your business needs.
- Explore Automation Building Blocks: Familiarize yourself with the 12 CRM building blocks within the automation builder. These include actions like adding a deal, updating a deal score, and modifying deal ownership, which can automate crucial sales activities based on specific behaviors like form submissions or page visits.
- Set Automation Triggers: Automations can be triggered by various CRM activities, such as changes in deal stages, updates in deal scores, or the completion of associated tasks. This flexibility allows you to automate interactions seamlessly across your business processes.
- Utilize Pre-made Recipes: If you’re unsure where to start, the ActiveCampaign Marketplace offers a range of pre-made automation recipes specifically designed for CRM. These can be easily imported into your account to get you up and running quickly.
- Save Time and Enhance Focus: By automating your CRM, you give your sales team more time to concentrate on building meaningful relationships with prospects and customers.
For a detailed walkthrough and more tips on harnessing the power of CRM automation, check out the video below. Let’s automate your business processes to maximize efficiency and effectiveness! 
