How do I set one up?

Pro and Agency

1. Make sure your email is connected under Settings, Sending. Automations send from your own address. 2. Click Requests in the left sidebar, then the Automations tab. 3. Tap New automation, or pick one under Start from one of these: - When something happens in [your CRM]: a deal or job is won, finished or moved. - From Zapier or the API: any app Zapier connects to. - Customers you add here: add or paste them on Sent, and it does the rest. 4. Under What sends it, pick the stage or status that should trigger it (for a CRM). 5. Pick the Wait, and leave Only send between 9 AM and 7 PM on if you want. Anything due at night then goes out at 9 the next morning, Pacific time. 6. Pick Send by, then set the follow-ups and what happens when a review comes back. 7. Tap Send me a test to see the email yourself, then Save and turn on.

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I don't see my CRM in the list.How do I use an automation with Zapier?What does "Customers you add here" do?What can happen when a review comes back?

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