**Please note, in order to build automation, the AgencyZoom user must have Admin permission level**

Step 1. Navigate To Lifecycle Automation

Once you’ve built a pipeline, you can set each stage up to be automated for your customers and leads in the Lifecycle Automation tab.

Step 2. Select the Pipeline you want to build automation for

Underneath Prospecting on the left-hand side, you’ll now see custom pipelines that you’ve added, along with the standard pipelines you started out with.

Click on any of these pipeline names and their corresponding stages will appear underneath.

Click into the stage that you’d like to build out an automated workflow for.

Step 3. Create the Workflow

You’ll be able to add Automated Steps for the stage you’ve selected in your pipeline. You can do this by clicking ‘Add Automated Step’ in the top right corner and selecting from the options below:

NOTE: You’ll have these same options if you select the dropdown in the ‘Add Automated Step’ button.

Step 4. Continue to build out your timeline of touchpoints for each stage

Note: Already built an automated workflow under a different pipeline that you want to use for the new pipeline? CLICK HERE to learn how to clone automation.