Automation Suite

Automation without the connector tax.

A visual, node-based workflow builder in the style of n8n and GoHighLevel — 18 triggers, 15+ actions, if/then/else branching, and AI that assembles a workflow from a sentence. Native, on your own data, with no per-task billing.

Turn on Automation → See what's inside

One of CRMown's 9 suites · pick it on Pro or get all 9 on Max

Replaces Zapier Make n8n subscriptions — automation inside the platform doesn't need a middleman

What's Inside

The Automation suite, in full.

Visual workflow builder

A horizontal node canvas with icon nodes and bezier edges — drag-and-drop reordering, per-node config panels, live validation, and a + button between steps to insert actions inline.

18 triggers

Contact created, stage changed, lead-score threshold, engagement score, tag added/removed, birthday and custom-date reminders, segment joined, note added, form/webhook received, scheduled, deal won/lost/created, stale deal, and more.

15+ actions

Send email or SMS, change stage, add to segment or pipeline, tag, update lead score, create task, notify the team, wait/delay, call a webhook, A/B split, or generate an AI summary.

If / then / else branching

Branch on lead score, stage, source, tags, and presence checks with full comparison operators — chain branches into multi-path journeys: hot → book a call, warm → nurture, cold → re-engage in 30 days.

Run history & control

Enable or disable any workflow without deleting it, with a full run history per workflow.

A/B splits

Split contacts down alternate paths and let the results tell you which message wins.

AI in Automation

Built in, not bolted on.

Build from natural language

Type “email all hot leads and create a follow-up task for the owner” — get a ready-to-run workflow.

AI debugger

Diagnoses why a workflow failed and suggests the fix.

AI step recommendations

Proposes the next logical action as you build.

On Mobile

Automation, in your pocket.

Runs while your laptop sleeps

Workflows execute server-side around the clock — nothing depends on a browser tab being open.

Results reach your phone

Tasks, messages, and stage moves created by workflows appear in the mobile app like everything else, with push notifications for what needs you.

In Practice

Common use cases

Speed-to-lead

New form submission → intro email → “call in 5 min” task → notify the owner in Comm Pro.

Deal hygiene

Stale deal after 14 quiet days → notify the rep → add a “revive” task.

Win/loss

Deal won → AI summary → onboarding segment.

Pricing

It's a suite, not another subscription.

Automation is one of CRMown's 9 add-on suites — no separate product, no separate bill.

ON PRO — $180/MO

1 of your 4 included suites

Pro includes your choice of 4 suites. Make Automation one of them, or add it beyond your four for $50/mo.

Start Pro →

ON MAX — $397/MO

Included with all 9 suites

Max includes every suite — 100 users, 100,000 contacts, and the whole platform underneath.

Start Max →

Some features — like Screen Recordings — are gated behind the Automation suite specifically.

FAQ

Automation questions

How is this different from Zapier?

Zapier connects separate tools with per-task pricing and connectors that break when either side changes. CRMown workflows run natively on one data model — 18 triggers, 15+ actions, and no per-task metering.

What can trigger a workflow?

18 events: contact created, stage changes, lead-score and engagement thresholds, tags, birthdays and custom dates, segments, notes, webhooks, schedules, deal won/lost/created, and stale deals.

Do I have to build workflows visually?

No. Describe what you want in plain English and AI assembles the workflow — the canvas is there when you want to inspect, branch, or fine-tune.

Automate the busywork.
Keep the data.

18 triggers, 15+ actions, and AI that turns a sentence into a workflow.

Turn on Automation → New here? Try CRMown — 14 days for $14 →

Automation suite on Pro and Max · mobile app included · AI on every plan