The Automation tab is the brain of your CrocoClick. It allows you to automate all your repetitive actions, customize your customer journeys, and connect your internal/external tools without coding.

With this space, you can create powerful workflows that transform each event (registration, payment, form, campaign response, etc.) into automatic actions: emails, text messages, notifications, profile changes, tag additions, reminders, and more.

What is the Automation tab for?

• Automate the sending of emails/SMS after an action or on a specific date

• Send reminders for appointments, events, webinars, or deadlines

• Segment your contacts according to their behavior or responses

• Automatically notify your team when actions or follow-ups are needed

• Connect CrocoClick to other software (calendar, CRM, external tools, etc.) via webhook or API

• Manage follow-ups after a payment, conversion, form, quiz, etc.

• Update and organize your database without manual intervention

Main features

Triggers

Define what triggers automation (form submission, RSVP, payment received, social media comment, etc.).

Actions

Choose what the automation should do: send an email/SMS, add a tag, update a field, create a reminder, alert a team member, send a webhook/API, etc.

Visual workflows

Build your processes using a graphical editor, with ease, even if you're not a technician.

External integrations

Use webhooks and the CrocoClick API to interface with your favorite tools (Zapier, Make, Slack, etc.).

AI action (directly connected to ChatGPT)

Access the power of AI directly from CrocoClick, without the need for coding or using an API.

Template library

Access dozens of ready-to-use triggers and actions for all uses (see list of triggers and actions).

Concrete examples of use

• Automatically send an email and assign a "Webinar Registrant" tag after registering for an event

• Sending a reminder text message the day before an appointment

• Sending an internal notification to a manager when a customer submits an urgent request

• Automatically adding a contact to a relationship sequence after a successful purchase or payment

• Removing a contact from a sequence if the objective has been achieved ("Objective action")

• Automated response to Instagram/Facebook comments using built-in AI

• Classification and prioritization of incoming leads: AI reads a contact's message, detects the level of urgency or subject, and then assigns the request to the right salesperson/department.

• Intelligent rephrasing of emails before sending: a manager validates or improves an automatically written response using the integrated AI suggestion.

• Automatic sending of a promo code/free resource via DM to anyone who comments on a post with a specific keyword ("I want the offer," "ebook," etc.).

• Automatic qualification: Q&A with the user in Messenger/Instagram DM, then automated creation of the contact file in CrocoClick.
  

Why use CrocoClick automations

• Time savings: fewer manual tasks, focus on your core business

• Reliability: no oversights, consistent and fast customer journey

• Personalization: actions tailored to each customer or prospect's behavior

• Scalability: manage 100 or 10,000 contacts with the same ease

• Systemic: connect all your key tools and scenarios

CrocoClick tip

Start by automating a simple task that takes up your time each week. Then, gradually increase the complexity to automate each step of your customer cycle!

For each trigger/advanced action, a detailed tutorial awaits you in the Automations section.