# CRM automation

> Wiring the customer database so leads, follow-ups and status changes happen automatically — enquiry lands, lead is created, the right person is pinged.

The money leaks out of most businesses between 'someone enquired' and 'someone replied'. CRM automation closes that gap: the web form creates the lead, scores it, assigns it, and starts the follow-up sequence — with the conversation logged so the next person sees the whole story.

The failure mode is automating a broken process faster: dedupe rules, consent tracking and a human override matter more than the pipeline diagram. An automation that spams a lead who already bought is worse than no automation.

## Related terms

- https://dfieldsolutions.com/en/glossary/workflow-automation.md
- https://dfieldsolutions.com/en/glossary/webhook.md
- https://dfieldsolutions.com/en/glossary/n8n.md

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Source: https://dfieldsolutions.com/en/glossary/crm-automation
DField Solutions — Dunakeszi, Hungary — dezso@dfieldsolutions.com
Booking: see https://dfieldsolutions.com/en/contact