Smart Automation & Workflow for CRM

Automate Every Sales Step—from Lead Capture to Contract Signoff

Origami’s Smart Automation & Workflow engine orchestrates your CRM processes end-to-end—no coding needed. Create triggers (e.g., new lead or stage change), set conditions (e.g., deal size > $50K?), and then define actions (assign tasks, send alerts, update fields) to keep your pipeline moving.

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Key Highlights

Trigger-Based Sales Workflows

Automatically assign leads, update pipeline stages, or schedule follow-ups.

Conditional Logic

Branch your workflows based on deal type, region, or rep capacity.

Integrated Communication

Launch an email or SMS sequence, log calls, or generate docs directly from the workflow.

Time & Event-Based

Set timers for follow-up tasks (e.g., 2 days after no lead response), ensuring reps never miss a beat.

Audit-Ready

Keep a detailed log of every action the workflow executes, perfect for compliance or performance reviews.

Why It Matters

Speed Up Sales Cycles:

Reps spend less time on admin tasks and more on closing deals.

Enforce Best Practices:

Standardize your proven sales methodologies across the whole team.

Scale Without Chaos:

As your lead volume grows, workflows handle the extra load—no cracks or missed deals.

Real-World Use Cases

Lead Scoring & Routing

If lead score > 80, automatically assign to a senior rep and set a 24-hour follow-up reminder.

Approval Processes

Deals over a certain dollar amount route to management for discount approval, with auto-email notifications.

Nurture Sequences

If a prospect doesn’t respond in 7 days, automatically send a gentle follow-up and update the CRM activity log.

Ready to automate sales A to Z? Book a demo now!

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