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Automation & workflows — found from sitemap — Livespace

Checked for Livespace on 1 Oct 2026

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Cited by

Automated task sequences Report an error

“Set up a sequence of actions once, and the CRM adds the next tasks after each stage change, reminds reps to follow up, and suggests what to do next.”
Sales bot lead distribution Report an error

“Sales Bot assigns leads and deals by industry, source, or team availability.”
Process automations Report an error

“PROCESS AUTOMATIONS – NOW AVAILABLE! Keep your process in order – without manual policing”
Process automation features Report an error

“Automatic step completion Filling in a field can mark a step as done right away – no clicking. Required data entry Marking a step can require missing information to be filled in first. Two-way logic A field can complete a step, and a step can require a field – rules work both ways. Tied to your process Rules are attached to the steps in your CRM sales processes.”
No code configuration Report an error

“Everything is configured without code, in your CRM settings.”
Automation trial access Report an error

“Yes – automations are available during the 14-day free trial, with full access to sequences, rules, and Sales Bot.”
Plan dependent scope Report an error

“The scope of automations depends on your plan – see our pricing page for details.”