Welcome email or WhatsApp on every new contact — a timely first impression with no manual outreach.
CRM Workflow Automation Software That Sends the Right Message, Every Time
Set up automation triggers once. CARDDIO CRM automatically sends Email, EDM, and WhatsApp messages the moment a lead, deal, quotation, or event action happens — no manual follow-up required.
CARDDIO CRM's Automation Triggers turn everyday sales activities — a new lead, a signed deal, an overdue follow-up — into automatic Email and WhatsApp actions. Built for Singapore SMEs who want consistent customer communication without hiring extra admin staff.
THE BASICS
What is CRM
Workflow Automation?
CRM workflow automation sets rules that automatically trigger an action — an email, EDM or WhatsApp message — whenever a business event happens in your CRM, instead of a team member sending it by hand.
For Singapore SMEs running lead capture, events and client servicing with lean teams, it replaces repetitive follow-up work with reliable, rule-based execution.
HOW IT WORKS
How Automation Triggers Work
01
Trigger
a business event occurs (lead created, quotation sent, event registration submitted).
02
Condition
you define which contacts, deal stages, or criteria it applies to.
03
Action
CARDDIO CRM sends the Email, EDM, or WhatsApp message and/or notifies your team.
CAPABILITIES
Supported Automation Triggers
Across the Lifecycle
Contact Created
Lead Created
WhatsApp acknowledgement plus a rep notification — faster response time, higher conversion.
Deal Created
Sales manager alerted, with an optional customer email — deals don’t stall on missed handoffs.
Quotation Created
Emails the quotation PDF, with a WhatsApp nudge if unopened — reaches clients instantly, shortens the cycle.
Invoice Created
Emails the invoice and sends a WhatsApp reminder before the due date — faster collection, no manual chasing.
Event Registration
Instant confirmation by email or WhatsApp — fewer no-shows and fewer support queries.
Event Reminder
AI-generated EDM sent 48 hours and 2 hours before — higher attendance, zero manual scheduling.
Follow-up Due
Reminds the rep and can check in with the customer — leads and deals don’t go cold.
Email & WhatsApp Automation
Email automation
Formal communication: quotations, invoices, event confirmations and detailed follow-ups.
WhatsApp CRM automation
Fast, high-open-rate communication: reminders, quick confirmations and time-sensitive follow-ups.
Configure one channel or both, depending on the trigger and the customer’s preference.
AI-Generated EDM and Email Content
Writing content for every trigger takes time most SME teams don’t have. CARDDIO CRM’s built-in AI drafts Email and EDM copy based on the trigger type and business context — you review, adjust tone and approve before it goes live.
A professional services firm can launch an automated follow-up sequence without a copywriter; a real estate agency can generate event reminders without a blank page.
IN PRACTICE
Real-World Workflow Examples
MOBILE
Automations That Run
While You’re on the Move.
Switch a trigger on or off, check what went out this morning, and get notified the moment a lead replies — straight from the CARDDIO CRM mobile app. Your follow-up keeps running even when nobody is at a desk.
FAQ
Questions about Automation Triggers
Automation Triggers
Is CRM workflow automation suitable for small teams?
Yes. Automation Triggers are designed to help SMEs with lean teams maintain consistent customer communication without hiring additional admin staff, making it especially useful for sales teams, event organisers, and professional service firms.
What business events can trigger an automation?
Supported triggers include Contact Created, Lead Created, Deal Created, Quotation Created, Invoice Created, Event Registration, Event Reminder, and Follow-up Due — covering the full sales and customer lifecycle.
Does CARDDIO CRM write the automation content for me?
CARDDIO CRM includes AI-generated content for automation emails and EDMs based on the trigger type. You can review and edit the draft before activating the automation, keeping full control over messaging.
Can CARDDIO CRM automate both Email and WhatsApp messages?
Yes. CARDDIO CRM supports automation across both Email and WhatsApp, so you can choose the right channel — or both — for each trigger, such as lead follow-ups, quotation delivery, or event reminders.
What is CRM workflow automation and how does it work?
CRM workflow automation lets you set rules that automatically trigger actions — like sending an email or WhatsApp message — when a business event occurs, such as a new lead or invoice being created. CARDDIO CRM executes these rules instantly without manual input.
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