Hi Mautic Community,
I’ve been exploring ways to enhance workflow automation in Mautic and would love to see features similar to those in CRM. Automation helps eliminate repetitive tasks and improves efficiency. Here are some key features that could make Mautic even more powerful:
Workflow Rules – Automate tasks based on predefined conditions.
Blueprints – Guide users through structured processes for better sales and marketing automation.
Approval Processes – Enable automatic approvals for campaigns and contact updates.
Macros – Execute multiple actions with a single click.
Assignment Rules – Automatically distribute leads to team members based on set conditions.
Scoring Rules – Prioritize leads based on engagement, interactions, and behavior.
I’ve also created a video showcasing workflow automation, along with some workflow reports to illustrate the process:
Workflow Reports:
Would love to hear your thoughts! How do you currently automate processes in Mautic, and what features would you like to see added?
Looking forward to your feedback!