You can now run automations for multiple company or custom records at the same time from the list view, making it much easier to handle follow-ups, renewals, onboarding, and other one-time tasks without opening each record individually.

📌 Why This Matters

As a business owner, there are times when you need to take action on records that already exist in your CRM. Instead of updating each one by hand, this feature lets you select a group of records and run the right automation all at once.

This is especially helpful when you need to handle tasks like onboarding new company records, running renewal reminders for subscriptions or policies, processing imported records, or completing one-time operational tasks for a selected group.

✨ What’s New

• Bulk automation triggers: Select multiple company or custom object records and run an automation for all of them at once.
• No need to open records one by one: Choose the workflow directly from the list view instead of updating each record individually.
• Progress tracking: Review the status of your bulk action and check record-level results from Bulk Actions.

🛠️ How to Use It

1. Step 1: Open the Companies area or your custom object list inside the CRM.
2. Step 2: Select the records you want to process.
3. Step 3: Click Trigger Automation.
4. Step 4: Choose the workflow you want to run.
5. Step 5: Confirm the action and monitor the results in Bulk Actions.

💡 Pro Tip

Use bulk automations when you import leads, renew memberships, or restart follow-ups so more opportunities get handled quickly without extra admin work.