Automations in Chakra

📄️ Lifecycle Rule Overview

Lifecycle rules are the easiest way to add automation to your solution. Lifecycle rules have 2 parts - Lifecycle events and Lifecycle actions.

📄️ Trigger webhook on lead creation

In this guide we will explain how to trigger a webhook when a lead is created. To do this we need to create a Lifecycle Rule to be trigged on Lead creation and execue a "Push to webhook" action.

📄️ Lead De-Duplication

It is possible for you to setup a lead de-duplication automation. This is useful for scenarios where you want only one lead per phone number or email address.