Smart Process Automation (SPA) lets you automate almost any workflow. For example, you can manage purchases or handle customer complaints.

To create a new SPA:

1. Open CRM.
2. Click More.
3. Expand Smart Process Automation.
4. Select Smart Process Automation.
5. Click Create.

Select one of the default options:

• Essentials only
• All options selected
• Empty SPA

You can customize any option to match your workflow.

We’ll use the Empty SPA preset to walk through these sections:

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

SPA components

Choose the tools you want to include in your SPA.

Enter name: Displays in lists and forms.

Use custom pipelines and sales funnels in SPA: Create multiple pipelines and move items between them.
Sales pipelines
Sales tunnels

Use custom stages and kanban in SPA: Manage items visually on a board.
Kanban view in CRM

Use automation rules and triggers in SPA: Automate tasks, notifications, and assignments.
Create automation rules and triggers

Use workflow designer in SPA: Run workflows when items are created or updated.
"Autorun: when added" option in workflow templates

Make new pipelines public: Make pipelines visible to all users or restrict access.
Access Permissions in CRM

SPA form layout

SPA items use a dedicated form to store information, just like other CRM items. Choose which standard fields to include in the form.

Additional options

Enable the options you need:

• Print documents: Generate documents from templates directly in the item form.
  Documents in CRM
• Bind to catalog products: Add products to the item form. This also lets you track the total amount at each Kanban stage.
  Add products to lead, deal, estimate and invoice forms
• Use Recycle Bin: Move deleted items to the Recycle Bin instead of deleting them permanently.
  CRM Recycle Bin
• Use counters: Track upcoming activities with counters.
  How counters work in CRM

CRM bindings

Use this tab to set up connections between your SPA and other CRM items.

Bind to this SPA: Turn on this option to link a CRM item to your SPA. Then select the item from the dropdown list.

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

Add linked items list to details form: Adds a tab with a list of SPA items to the linked CRM item.

For example, you can view all SPA items linked to a deal.

Link this SPA to other CRM items: Turn on this option to connect your SPA to items like deals or contacts. Then select the items from the dropdown list.

For example, when you link the SPA to Contacts, a binding field appears in the contact form. You can use it to link any SPA item to a contact.

Add linked items list to details form: Adds a tab with related CRM items to the SPA form.

For example, a Contacts tab appears in the SPA item form (such as a complaint).

Bind to other tools

Use this tab to connect your SPA to other tools, such as:

• CRM items
• Calendars
• Tasks
• Task templates

For example, when you create a task, you can attach an SPA item to it.

Save and continue

After you finish all settings, click Save.

Next, configure the item view form, Kanban stages, and other parameters.
Configure Smart Process Automation in CRM