Business process "autorun when added" option

Any business process can be autorun when added. Just enable this option when configuring business process template parameters:

Business processes are available to Standard and Professional plan subscribers.

Please note that there are several limitations on the business process autorun when new CRM records (leads, contacts, companies, deals) are added.

"Autorun when added" option will work if a lead is created:

"Autorun when added" option won't work if a lead:

  • has been imported
  • has been created or edited using another business process
  • has already been converted to a contact/company

These limitations are also applied to other CRM elements - contacts, companies, deals.

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