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Repeatable actions under control

Automation

Plan the process and let the system run the next steps.

Discuss this featureWhat you can do
oroom.one visual workflow editor showing connected process steps
Product interface in Polish with demonstration data

What you can do

Connect CRM and form events with messages, tasks and data updates. Build a scenario in the visual editor and inspect its run history.

A process built from clear steps

Connect triggers, conditions and waits. Select further actions based on contact or deal data.

Communication and CRM actions

Send an email or SMS, create tasks, change tags, update data and move sales stages within a scenario.

Publishing and run history

Prepare and publish the process, then inspect individual runs, including failed or skipped steps.

What your process could look like

  1. Choose a starting event

    Start a scenario after a form submission or a deal stage change, for example.

  2. Arrange the actions

    Add a message, a wait and a condition to choose the next step.

  3. Publish and monitor

    Activate the finished process and review its run history.

Connect with other features

All platform features

Forms and surveys

Collect customer contacts, answers and consents.

Explore forms and surveys

CRM and customer database

Your customer's history, always within reach.

Explore CRM

Email marketing

Create the message and schedule your outreach.

Explore email marketing

Practical questions

Automation

See the platform in your business context

Tell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.

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