Automation Flows

Turn Every Visitor Action Into a Sales Opportunity

Create intelligent automation flows that trigger the perfect response at the perfect moment. Convert more leads by engaging prospects based on their behavior, not your schedule.

See it in action

Your Sales Team Can't Watch Every Visitor, Every Second

Missing Critical Moments

  • High-intent visitors leave before you notice
  • Your best leads visit outside business hours
  • Manual monitoring doesn't scale

One-Size-Fits-All Engagement

  • Generic popups annoy qualified prospects
  • VIP visitors get the same treatment as everyone
  • No personalization based on behavior

Disconnected Sales Actions

  • Team notifications come too late
  • No automatic follow-up sequences
  • Lost opportunities between tools

Intelligent Automation That Never Misses a Beat

Left: Visitor browsing pricing page

Automated sequence triggering (notification → call → message → booking link)

Build Powerful Automations in Minutes

Choose Your Triggers
  • Page visits (pricing, demo, case studies)
  • Engagement depth (time on site, scroll %)
  • Visitor profile (company size, location, industry)
  • Behavioral patterns (returning visitor, previous no-answer)
  • Time-based (business hours, timezone)
Set Your Conditions
  • AND/OR logic for complex scenarios
  • Combine multiple data points
  • Include/exclude specific segments
  • Time delays and scheduling
Define Your Actions
  • Instant team notifications (Slack/Teams)
  • Automated live calls
  • Personalized chat messages
  • Booking link delivery
  • Email follow-ups
  • CRM updates
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Everything You Need to Automate Sales Engagement

Smart Trigger Library

Pre-built triggers for common sales scenarios, from pricing page visits to demo video completions

Conditional Branching

Create different paths based on visitor response, ensuring the perfect follow-up every time

Time-Zone Intelligence

Automatically adjust actions based on visitor location and your team's working hours

Multi-Step Sequences

Chain multiple actions together - if chat is ignored, send notification;

Team Orchestration

Route to the right rep based on territory, availability, or account ownership

Works With Your Entire Sales Stack:

● CRM sync Communication tools
● Calendar systems Analytics platforms
● Custom webhooks for any tool

Ready to Put Your Sales on Autopilot?

See how Captiwate's automation flows can transform your visitor engagement and accelerate your sales cycle.

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Automation

Engage prospects with automation: flows
Set a trigger (visits pricing page) -> send them a message -> auto call, etc.
Send booking link, request mail, send slack/teams message

Ready to streamline your sales process?

Discover how Captiwate can help you close deals faster.
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