Automations that earn their place. Workflows that pause when humans show up.
Two primitives, no ceremony. Single-trigger automations for the small stuff. Multi-step workflows for sequences. Both pause the moment a real person replies.
Two primitives. Zero ceremony.
Most CRM automation is a graveyard. ALTITUDE keeps it usable: clear triggers, obvious actions, one-tap pause.
Automations: one trigger, one action
When a lead hits 'Estimate Sent', send the SMS template. When an invoice is paid, fire the review request. Tiny rules, huge compounding effect.
Workflows: multi-step sequences
When a job stays in 'Awaiting Schedule' more than 24 hours, send email → wait 2 days → SMS → wait 1 day → assign to the office manager. Branching, delays, conditions.
Auto-pause on reply
The moment a customer responds to anything in a sequence, the rest of the sequence pauses. No 'just checking in' email after they already booked.
Lead scoring (8 events, configurable)
Replied to email +5. Booked appointment +20. Estimate approved +25. Score badges sort your pipeline so your team works the hottest service leads first.
Example home-service automations
Launch-ready workflow examples for HVAC, plumbing, roofing, electrical, and contractor teams.
When: Lead created from Live Chat
→ Then: SMS owner immediately, assign to round-robin
When: Stage moved to 'Estimate Sent'
→ Then: Send 'thanks for the time' email, wait 48h, SMS reminder
When: Invoice marked Paid
→ Then: Send Google review SMS, archive opportunity, set 12-month maintenance task
When: No response after 7 days in 'Hot Lead'
→ Then: Alert the owner, move to nurture, and create a callback task
Lead scoring, the way it should work
Eight configurable events. Numeric badge on every pipeline card. Sort hot to cold in one click.
SCORING EVENTS — DEFAULT VALUES
- Replied to email+5
- Booked appointment+20
- Estimate approved+3
- Opened estimate in portal+10
- No reply in 7 days−5
All values editable per workspace. Score appears as a badge on every pipeline card.
Common questions
What's the difference between an Automation and a Workflow?
Automation = one trigger, one action. Workflow = multi-step, with delays, conditions, and branching. Same UI for building both — pick the simpler primitive when you can.
Can I A/B test sequences?
Yes. Workflow steps support split tests on subject line, send time, and channel. Results show in Reporting.
What if AI Teach Mode suggests one — does it run automatically?
No. Teach Mode suggests; you approve. Nothing runs against your customers without a human signing off.
Can I export a workflow to share with another workspace?
Yes. Workflows export to JSON; importing into another ALTITUDE workspace re-creates the steps. Useful for franchises and multi-location businesses.
Your move
Start with one live workflow.
Then connect the chain.
See how ALTITUDE carries a real lead from first click to follow-up, scheduled job, approved estimate, paid invoice, and branded client portal — before you roll it out to the team.
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