How to Set Up an Automation on Hustlery

Automations allow you to send messages, assign contacts, update pipelines, and more — automatically, based on triggers.

Steps

1. Log in to your Hustlery account at app.hustlery.co.za
2. In the left sidebar, click Automation
3. Click + Create Workflow (top right)
4. Give your workflow a name
5. Click Add New Trigger and select what starts the automation (e.g. Contact Created, Form Submitted, Appointment Booked)
6. Click the + icon below the trigger to add an Action (e.g. Send Email, Send SMS, Add Tag, Wait)
7. Continue adding actions in sequence
8. When done, toggle the workflow to Active (top right)
9. Click Save
   💡 Pro Tip: Start simple — one trigger, one action. You can always add complexity later.