What does an automation do?

Pro and Agency

It asks for reviews on autopilot in five steps, always in this order: 1. When: something happens in your CRM, your Zap or code sends a customer, or you add customers on the Sent tab. 2. Wait: Right away, 1 hour, 2 hours, Next morning (9 AM), 1 day or 3 days. 3. Send: your review request by email, SMS, or email and SMS, from your own address or number. 4. If they haven't recorded: up to 3 follow-ups, a set number of days apart. 5. When a review comes back: things like putting 5-star videos on your wall, starring it, logging it in your CRM, and emailing your team.

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How do I set one up?I don't see my CRM in the list.How do I use an automation with Zapier?What does "Customers you add here" do?

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