Automations and process rules that keep the network on track
Kumulator workflows react to CRM events and send emails, create tasks, update fields or call webhooks. Forms capture leads from your site with GDPR consent, and Process Enablement checks every deal against your team’s rules and shows the deviations on a board.
Where do manual sales processes break?
Steps get skipped
A follow-up is forgotten, a field stays empty, a file is never attached.
Rules live in people’s heads
New team members and distributors don’t know them.
Managers find out too late
Deviations show up at the end of the quarter, not when they happen.
How do automations and process rules work?
- 01
Workflows
Triggers such as deal created, stage change, contact or company created or updated, property changed or a tag added; actions such as send email, create task, set property, assign owner, add to list, if/else, branches, delay and webhook.
- 02
Forms
Drag-and-drop lead forms, published at their own address or embedded in your site, with GDPR consent, double opt-in and allowed domains.
- 03
Process rules
No activity for X days, required field, required activity, stage condition, too long in a stage, missing attachment or a custom condition, each with a severity.
- 04
Process Board
Every open deviation, by rule or by deal, with the owner told when a new one appears.
01A workflow, step by step
The workflow builder: a trigger, conditions and actions, such as a reminder to the distributor after two days without activity.
02Process rules and deviations
The rules your team sells by, and the deals that drift from them, grouped so a manager can coach.
Frequently asked questions
How many workflows can I have?
Core includes 3 workflows; Plus and Max have unlimited workflows with branching.
Does a form create a deal?
No. A form creates or updates a contact and, when it has a company ID, a company. Deals come from your team, from HubSpot or from a list action.
Who sees the Process Board?
Owners, admins and managers see the whole portal; dealers and sales reps see only their own deviations. Process Enablement is enabled per portal.