Help · Connect (CRM)
How to set up an automatic e-mail sequence
A series of mails and tasks that starts when someone is captured from a source, joins a list or gets a tag; steps wait, check conditions and stop on reply or conversion.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Open Connect → Sequences → New.
- Choose how it starts — for example Captured from source with the pattern website-template:rwa-*.
- Add steps: wait days, condition (opened / clicked / tag), send e-mail or create a follow-up task.
- Choose stop rules (reply, conversion, unsubscribe) and switch it on.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support