Automations
Workflows that run your follow-up for you
Map your follow-up once on a visual canvas and let CloseOwl run it on every lead — reliably, with full audit history.
Why it matters
What automations unlocks
Node-based canvas
Compose triggers, branches, delays, and actions visually — no code.
Test runs + preflight
Dry-run a workflow against real leads before it goes live.
Versioning + restore
Every change is versioned; roll back to any prior version instantly.
Reliable delivery
Failed steps land in a dead-letter queue you can inspect and replay.
How it works
Live in four steps
- 1
Pick a trigger
New lead, stage change, reply, booking, and more.
- 2
Add logic
Branch on conditions and add timed delays.
- 3
Act
Send messages, assign, score, or call a webhook.
- 4
Ship
Test, activate, and monitor every run.
What's included
- Visual builder
- Versioning
- Test runs
- DLQ + replay
- Marketplace templates
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