---
title: "CRM Automation Rules for Leads and Deals | NeetoCRM"
description: "Set up CRM automation rules in NeetoCRM. When a lead or deal changes, check conditions and send emails, add tasks, assign owners, tag or move deals."
canonical_url: "https://www.neeto.com/neetocrm/features/automation-rules"
markdown_url: "https://www.neeto.com/neetocrm/features/automation-rules.md"
---

# CRM Automation Rules for Leads and Deals | NeetoCRM

Set up CRM automation rules in NeetoCRM. When a lead or deal changes, check conditions and send emails, add tasks, assign owners, tag or move deals.

## Overview

NeetoCRM automation rules watch for events on leads and deals, check the conditions you set, and run actions automatically. Rules can trigger when a record is created or updated, or when its name, status or owner changes. Lead rules can also fire when a lead is re-engaged from a repeat or second source.

Conditions can check name, owner, status, tags, source or pipeline. Actions include adding notes, tasks or tags, assigning owners, and sending templated emails or SMS filled with the contact and company name. Lead rules can archive leads, and deal rules can move deals to another pipeline or stage.

Rules run every time their event happens, so a rule can be built to act once. For example, send a follow-up email when a deal gets a tag, then remove that tag in the same rule. The rules list shows how often each rule has run, and a toggle turns it on or off.

## Links

-   [Human page](https://www.neeto.com/neetocrm/features/automation-rules)