CRM automation
Trigger sync and automation workflows automatically when events occur in your CRM, with no manual outreach needed.
Supported CRM platforms
Setting up an automation rule
Choose a CRM trigger
Examples: contact created, deal stage changed, ticket closed. Verabase listens for these via webhook.
Configure event rules
Select which CRM events (deal closed, contact updated, etc.) trigger actions, and map CRM variables to customize your automation.
Activate the rule
Toggle the rule live. Verabase will dispatch messages automatically whenever the trigger fires.
Custom Code Execution
For edge cases where native webhook integrations aren't enough, Verabase supports serverless code execution natively within its automation pipelines. This feature empowers developers to write lightweight JavaScript functions that can transform data mid-flight, ping internal microservices, or execute highly specialized business logic before the final action is completed.
Advanced Workflow Triggers
Automation in Verabase goes beyond simple reactive messaging. By deeply integrating with your CRM's webhook engine, Verabase can orchestrate complex, multi-step workflows based on highly specific conditional logic.
For example, you can set a rule that triggers only when a "High Priority" ticket from an "Enterprise Tier" customer is created in Zendesk and remains unassigned for 15 minutes. Verabase can immediately dispatch an alert to a dedicated Slack channel, assign the ticket to the next available tier-2 engineer, and simultaneously update the customer via email using a personalized response drafted from your knowledge base.
Data Sync and Formatting
When pulling data from Salesforce or HubSpot, Verabase intelligently formats custom fields into readable context for your AI agents. This means dates, currency values, and complex object relationships are properly understood by the underlying language model, resulting in hyper-personalized and accurate automated responses that feel human-authored.