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Audience: Customer
Module: Channels
Time to read: 4 minutes
Applies to: All plans
Quick answer
Channels provide the touch points. Automation and Messages control timing and follow-up.
Channels → Automation
Automation can:
• Trigger actions based on channel activity
• Route leads or messages appropriately
Channels → Messages
Messages notify teams when:
• Channel activity requires action
• Engagement thresholds are reached
Best practice
Channels define where. Automation defines when. Messages define who.
Related articles
• How do automation rules work?
• How do Messages support workflows?