Smart Process Automation allows you to set up and automate any working scenario, for example, to manage purchases or client complaints.

To create a new SPA in CRM,

1. Open the CRM section.
2. Expand the Smart Process Automation tab.
3. Select Smart Process Automation.
4. Click the Create button.

Select one of the default use cases:

• Essentials only
• All options selected
• Empty SPA

You can customize each of them according to your scenario.

Let's look at the further process using an example of the Empty SPA use case. You can find four main settings tabs when creating a new SPA:

• SPA components
• SPA form layout
• CRM bindings
• Bind to other tools

SPA components

In this tab, select which tools you want to use in your SPA.

Enter name. It will be displayed in the list of SPAs and the linked CRM entity forms.

 Use custom pipelines and sales funnels in SPA
Create multiple pipelines and move SPA items across them using sales tunnels.
Multiple pipelines
Sales tunnels

 Use custom stages and kanban in SPA
Create your own stages and move SPA items through them in the Kanban.
Kanban view in CRM

 Use automation rules and triggers in SPA
Automate your SPA items: create tasks, send notifications, or change the person responsible for the item.
Create automation rules and triggers

 Use workflow designer in SPA
Configure your workflow templates to run when the SPA items are created or modified.
"Autorun: when added" option in workflow templates

 Make new pipelines public
When a new pipeline is created, all users will have access to it. If the option is disabled, you will need to manage access under the pipeline settings or in the CRM Access Permissions section.
Access Permissions in CRM

SPA form layout

SPA items, like other CRM entities, have a special view form for storing various types of information. See the table below to choose which standard fields to use in the item form.

Enable the needed additional options:

 Print documents
Allows you to generate documents from your templates in the SPA item form.
Documents in CRM

 Bind to catalog products
Allows you to add products to the SPA item form.
Working with products in leads and deals

 Use Recycle Bin
Allows you to move the deleted SPA items to the Recycle bin instead of removing them irreversibly from CRM.
CRM Recycle Bin

 Use counters
Allows you to use counters and be aware of upcoming activities.
How counters work in CRM

CRM bindings

In this tab, you can configure links between this SPA and other CRM entities.

Bind to this SPA

To bind a certain CRM entity to your SPA, turn on this option and select the entity from the dropdown list.

For example, if you select Deal, a special binding field will appear in the SPA item form. You can use it to find and bind a deal to any SPA item.

 Add linked items list to details form

Enable this option to show a special tab with a list of SPA items in the linked entity.

In this tab, you can find all the SPA items linked to a deal.

Link this SPA to other CRM entities

To link your SPA to deals or contacts, activate this option and select the entities from the dropdown list.

For example, when linking SPA to contacts, a special binding field appears in the contact view form. You can use it to bind any SPA item to any contact in CRM.

 Add linked items list to details form

Enable this option to show a special tab with a list of CRM entities in the linked SPA item.

In our example, the Contacts tab appears in the Complaint form.

Bind to other tools

In this tab, you can link your SPA to other CRM entities, calendars, tasks, or task templates.

When you create a task, you can add an SPA item to it.

Once all the settings are done, click Save.

Now you can proceed and configure the item view form, kanban stages, and other parameters.

Configure Smart Process Automation