Using Automations to Never Miss a Date

Using Automations Calendar date triggers, you can automate reminders and communication based on important dates such as Deal Close Date, Birthday and Anniversary.  Here's how it works: First choose the Calendar Date Trigger: Next, choose the date that you would like to act as the Trigger. You can choose from Deal Close Date (which is the Close Date ...

Automations

Automations are here to help you automate your workflows and maximize key lead events so you can get the most out of each and every lead and still have time to focus on what you do best - closing deals! Automations automatically start action plans based off of a Trigger event and optional conditions. An example of an Automation is, "When stage chang...

Creating Automations

Create Automations While everyone on your team can view Automations, only account owners and admins can create new Automations. To create an Automation goto Admin -> Automations (or click here). Click on “+ Add automation” in the top right. From the Create Automation screen, you will choose a name. If you do not choose a name, we will choose one ...

Run More than Once

Run More than Once By default, automations will only run once per contact. If you would like the automation to continue to run every time the trigger event happens and the conditions are met, choose this option: With this option selected, when the trigger happens and the conditions are met, the automation will apply the action plan as long as the ac...