Marketing automation is software that sends the right message at the right moment without someone pressing send each time: email flows, SMS, lead scoring, lead nurturing and handoffs to sales. This hub covers how to plan and build those workflows, which flows to set up first, how to grow and segment a list, how to score leads with behavior and fit data, and how to connect a CRM, forms and ad platforms so data moves without manual exports. It also covers the tools, from email platforms for ecommerce to B2B automation suites, with a focus on what to check before you commit to one. Automation depends on clean first party data and valid consent, so many guides link to the analytics and privacy hub. Articles stay tool neutral where possible and show settings in named tools only when the steps differ between them. Start with the guides below, or filter by subject.
Email automation sends emails automatically when a contact does something or meets a condition, such as filling in a form or starting a trial. Start with a lead follow-up, a nurture sequence and an onboarding flow, built in the tool that holds your contact data.
Email automation sends emails automatically when a contact does something or meets a condition, such as filling in a form or starting a trial. Start with a lead follow-up, a nurture sequence and an onboarding flow, built in the tool that holds your contact data.
Updated October 1, 2026 · 7 min read