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CRM automation

Deal rules, notifications, and webhook events: less manual routine, more predictable “if X happens — do Y” flows.

Illustration: automation chain and webhooks in Uptimo CRM
Illustration: automation chain and webhooks in Uptimo CRM

Less manual work — fewer mistakes

Reps spend time moving statuses, sending reminders, and creating tasks. Automations run repeatable steps by rule.

That improves stage conversion and reduces reliance on heroic manual effort.

Webhooks and external systems

CRM events can feed billing, warehouse, or support tools — event-driven links reduce manual shuttling between systems.

URLs, signatures, and limits — see the documentation.

Typical rollout

Examples: remind a rep on stage change, assign a task, notify email or Telegram, push data to another system.

Start with one or two rules and measure fewer misses and forgotten tasks — that alone often pays back setup time.

Before and after: less manual CRM routine

BeforeAfter with Uptimo
Reps move statuses and set reminders by handRules fire on deal events
Integrations via exports and workaroundsWebhooks push events to external services you configure
Forgotten next steps after a stage changesNotifications and tasks from automation scenarios
Debugging integrations blindlyWebhook logs help trace failures on the consumer side (per plan capabilities)

Typical automation outcomes

  • Fewer manual status flips and “remind me tomorrow” messages in private chats.
  • Predictable system reactions to events — less human error on repetitive work.
  • Integration readiness: events can reach external services via webhook.

Scenario complexity and available actions depend on product version and plan; start with simple rules.

Frequently asked questions

Do automations require a developer?
Basic scenarios are configured in the UI; advanced integrations may use an external service or script that receives webhooks.
Where are webhook logs?
Integration and logging details are in the documentation; Integrations & API is the entry point.

Related solutions

  • Integrations and APIUser API, webhook logs, and connecting Uptimo to your stack: website, billing, internal services — without vendor lock-in to a single closed CRM.
  • CRM and deals in UptimoSales pipelines, client and contact records, interaction history, and deal tasks — in one workspace without scattered spreadsheets or “who promised what” threads.
  • Projects and tasksKanban and task lists after the sale: work stages, deadlines, owners, and team load — without a separate task tracker.

Pricing

Free

Для старта — базовая CRM/ERP и операционный контроль без оплаты

Бесплатно
  • 1 проект для старта
  • 1 канбан-доска
  • Базовая CRM-воронка и задачи
  • Финансовый журнал вручную
  • До 2 проверок сервисов
  • История проверок 7 дней
  • 1 страница статуса
  • Без приглашения в команду
  • Без виджетов Live Chat
  • Без серверного агента

Pro

Для команд — CRM, проекты, чаты и расширенный операционный контроль

990 ₽/ мес
  • Всё из Free, и ещё:
  • До 50 проектов
  • До 5 канбан-досок
  • До 3 участников в команду
  • До 5 виджетов Live Chat на сайт
  • Расширенная CRM и командная работа
  • Финансы по проектам и категориям
  • До 50 проверок, SSL и домены
  • 3 страницы статуса
  • Серверный агент для 1 сервера

Team

Для бизнеса — больше проектов, ресурсов, команды и White Label

2 990 ₽/ мес
  • Всё из Pro, и ещё:
  • До 100 проектов
  • До 20 канбан-досок
  • До 20 участников в команду
  • До 50 виджетов Live Chat на сайт
  • Больше рабочих пространств для отделов
  • До 500 проверок сервисов
  • 20 страниц статуса и White Label
  • История и инциденты 180 дней
  • Мониторинг до 10 серверов

Запустите CRM/ERP за пару минут

Без контрактов и привязки карты. Создайте проекты, добавьте сделки, задачи и команду — так вы быстро оцените единый контур управления бизнесом.