Bulk actions – CRM automations on demand
What are bulk actions?
Bulk actions provide instant access to automation-powered actions directly within the CRM. They enable you to trigger predefined actions across multiple records, such as contacts or companies, without building or configuring a workflow.
Why are bulk actions important?
While automations and workflows are powerful, they can feel excessive for quick, one-off tasks. Bulk actions bridge this gap by allowing you to perform automation-powered tasks instantly, with no setup required.
You can complete actions like sending follow-up emails, assigning leads, or creating reminder tasks directly from CRM views — without opening the automation builder.
How to use bulk actions
- Run targeted, one-time automations from CRM tables
- Select multiple records and apply an action at once
- Use context-aware actions specific to the entity type (Contacts or Companies)
- Execute the action without creating or maintaining a full automation
How to set up bulk actions
There's no setup required! Bulk actions are ready to run directly from CRM tables.
- Go to your CRM and open either Contacts or Companies.
- Select one or more records.
- Click Run Action.
- Choose a predefined action that fits your current entity type (e.g.,
Send campaign to contacts). - Confirm and execute the action.
That's it — your selected automation runs instantly.
Bulk actions are context-aware. You'll only see actions that are relevant to the records you've selected.
Common use cases
| Scenario | Action | Result |
|---|---|---|
| Email follow-up | Select contacts and run Send Promo Campaign | Campaign emails are sent automatically |
| Assign leads | Filter unassigned companies and run Assign to Salesperson | Companies are assigned based on predefined logic |
| Reminder task creation | Select overdue accounts and run Create Follow-up Task | Tasks are automatically created for each account owner |
Benefits
- No setup required – Skip the builder and act instantly
- Context-aware simplicity – Only see actions that make sense for your view
- Lightweight automation – One-time actions that don't persist or require maintenance
- Familiar workflows – Use automation power without learning a new tool
Frequently asked questions (FAQs)
Can I customize or add new bulk actions?
Bulk actions use predefined automation actions. Customization options depend on available action templates configured within the CRM.
Do bulk actions appear in the Automations list?
No. These actions are ephemeral; they execute once and do not persist in your automation library.
Where can I access bulk actions?
Bulk actions are available in CRM entity views such as Contacts and Companies.