A–Z

Key terms used across our docs, dashboard, and support.

Automation

A workflow that runs without manual steps—e.g. when a form is submitted, a lead is added to your CRM and a welcome email is sent automatically.

Workflow

A sequence of steps (triggers, actions, conditions) that Click to Automate runs. Examples: lead nurture, onboarding, support routing.

Trigger

An event that starts a workflow, such as a form submission, new CRM record, or webhook from another system.

CRM (Customer Relationship Management)

Software that stores leads, contacts, and deal data. Click to Automate connects to CRMs to sync and update records automatically.

Lead

A potential customer identified by a form fill, signup, or other touchpoint. Leads are often synced to a CRM and nurtured with automated emails.

Webhook

An HTTP callback that sends data from one system to another when an event occurs. Used to connect Click to Automate with external tools and APIs.

API (Application Programming Interface)

A way for your software or scripts to talk to Click to Automate programmatically—e.g. to create leads, run workflows, or fetch data.

Integration

A connection between Click to Automate and another service (CRM, email, forms, sheets) so data and events flow between them.

Nurture sequence

A series of automated emails or actions sent to leads over time based on their behavior or stage, to move them toward a sale or goal.

Pipeline

The stages a lead or deal moves through (e.g. New → Qualified → Proposal → Closed). Automation can update pipeline stage based on actions or rules.