FixDigital
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Automations

Automations

Start 14 days freeNo credit card required
New lead arrivedSource: Google Ads · just now
When a card is added to the listList: new enquiries
FixDigital filterChecking the filter condition
Match
WhatsApp to the customerThanks for the enquiry
Email will be sentTo: David Cohen, Ilana Avital, +2
Route A · Sales handlingThe lead goes to a rep
No match
Team notificationReal-time update
Added to another listAssigned to a relevant campaign
Route B · NurturingThe lead is kept for messaging
WhatsApp message sent to the customer
Confirmation SMS sent
Rep task created
Status updated to “In progress”
The lead is being handled — everything happened automatically
Automation 0005 · Automation builder
FixDigital automation builder screen
This is how the automation looks in the system

FixDigital CRM – the platform that brings all your business automations together in one place

Meet FixDigital CRM – the innovative platform that centralizes every integration and automation for lead management, campaigns and customer communication. With smart connections to the leading advertising platforms, full automation of inquiry handling and advanced integration capabilities – you work smarter, faster and effortlessly.

Direct Connection to Advertising Platforms

  • Direct API access to the leading digital marketing tools, with real-time data synchronization:
  • Google Ads – accurate performance analysis with automatic pulling of cost, impression, click, keyword and ad data
  • Facebook, Instagram, TikTok, Outbrain and more – ongoing updates on campaign performance to continuously improve results

Smart Lead Collection from Every Source

  • Automatic lead pulling from every digital channel, centralized in one place for simple, efficient management:
  • Leads from post interactions – identifying leads from engagement with your content
  • Leads arriving via Messenger and WhatsApp – full connection to the leading messaging systems
  • Mail2Lead – turning incoming emails into leads automatically

Advanced Integrations for Systems and Websites

  • Smart integration via Pixel / API / Script – easy implementation on websites
  • Dedicated WordPress plugin – a fast, simple connection with no technical knowledge required
  • Phone system integration – including screen pop for agents, auto-dialer and Click2Call

Automated Customer Communication – No Lead Left Behind

  • Automatic alerts via WhatsApp, SMS and email – for every new inquiry received
  • Immediate customer response: "Thank you for your inquiry, our team will get back to you shortly..."
  • Smart updates on unanswered calls – making sure every lead is handled
  • Advanced WhatsApp API connection – for inquiry management and smart tracking

Smart, Campaign-Based Lead Routing

  • Routing leads to the right representatives – by inquiry source, campaign type or additional parameters
  • Sending inquiries to external systems – for advanced lead management tailored to your needs
  • Integration with website pop-ups – to boost conversion rates

With FixDigital CRM, you deliver an advanced service experience to your customers, save valuable time, and improve your conversion rates!

Frequently Asked Questions

What Does Automation in a CRM System Mean?

Automation is a process that automatically performs specific actions based on predefined conditions – without manual intervention. In FixDigital CRM, you can create automations that streamline marketing, operational, and sales processes – such as sending emails, updating statuses, creating tasks, and more.

How Do Automations Improve My Daily Operations?

Instead of doing everything manually, FixDigital CRM handles it for you: Automatically creates tasks for agents as soon as a lead is received. Sends a “thank you” email or automatic quote. Reminds customers about appointments. Updates treatment statuses.

Can I Send Automated Messages to Customers?

Yes, FixDigital CRM supports sending personalized automated messages via WhatsApp (official API), email, and SMS – based on customer data. For example: “Hello Yossi, we’re excited you registered! Here’s more information about our service…”

Can I Run Multiple Automations at the Same Time?

Yes, you can run multiple automations simultaneously, based on different conditions. For instance, a new lead can trigger an email, create a task, and notify an agent – all with a single click.

Do Automations Work on Weekends or Outside Business Hours?

Yes. Automations in FixDigital CRM work 24/7 – even when you’re not at your computer. This ensures that leads receive immediate responses, and the system continues to work around the clock.

Can I Track What Automations Were Triggered and When?

Yes. The system provides an activity log that shows exactly which automation was triggered, when, and for which customer. This allows you full control over the process and the ability to optimize your automations.

What If I Have a Unique Process for My Business? Can I Create Custom Automations?

Yes. FixDigital CRM allows full customization for any process – including integrating forms, dates, statuses, tags, and advanced actions. The system is flexible and adapts to your business needs.

Are Automations Suitable for Small Businesses?

Absolutely! Even small businesses benefit greatly from automation – saving time, reducing errors, and improving customer service. FixDigital CRM enables businesses of all sizes to leverage smart, effective processes.

How Long Does It Take to Set Up a New Automation?

Most automations in FixDigital CRM are set up in minutes – through a simple, visual interface. If you need something more complex, our expert team is available to assist you throughout the process.

Automations

Automations

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