Add Lead Scoring Points to Contact from Form Submission
Forms can take a lot of busywork off of your plate. And while they collect helpful contact info, they also collect ways to improve…
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Project ManagementAll Recipes
Showing 61–90 of 984 Automation Recipes
Add New Blog Signups to Social Ads
When a contact signs up for your blog, you know they’re going to be visiting your site and seeing your business. That should be good…
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Marketing AutomationAdd New Subscribers To New Year Facebook Custom Audience
What messaging are you sending contacts in the New Year?Many businesses create marketing in the new year to highlight successes from the…
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Marketing AutomationAdd Points for Campaign Link Clicks
Your contacts can show email engagement in 2 primary ways:- Opens- Clicks It’s great to see a good open rate, but it’s even better to see a…
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Project ManagementAdd Points for Email Opens
Measuring email engagement is important. It tells you which list subscribers on your list want to continue receiving your messages. It can…
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Project ManagementAdd Points for Page Views
Your contacts have a lot of ways to engage with your business.- Email- Social media- Ads- WebsiteWhen a contact visits your website, it’s…
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Project ManagementAdd Points on Visits to an Important Page
How do you know when a contact is getting closer to becoming a paying customer?There are a lot of indicators, like:- If they open certain…
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Project ManagementAdd Points to Deal if Sales Leaves a Voicemail
Managing a deal score system can seem imposing, but it’s easy to set up your rules and then use it to automate your various systems. Using…
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Project ManagementAdd Video Subscriber Tag and Add Subscribers To Email List
Easily manage your Yondo Video Subscribers by tagging them and adding them to an email list of your choice. This recipe will help you…
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Marketing AutomationAdicionar pontos por abertura de email — Receita de Automação
Medir o engajamento dos emails é importante. É essa métrica que mostra quais assinantes querem continuar recebendo suas mensagens e ainda…
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Project ManagementAdjust Expected Close Date On A Deal
Every sales prospect is different. You can imagine how the sales process should go, and plan how you expect it to go from the first call to…
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Sales AutomationAfter Call, Move Deal to SQL
People are busy and so is your sales team. Automating small processes can save big time for both parties. When an agent makes contact with…
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Project ManagementAfter Purchase Follow Up
Video overview and walkthrough of recipeAfter a contact purchases a product from you, you can begin an automated follow up sequence that…
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Customer SupportAfter Sales Follow Up Sequence
This automation consists of four emails sent after you complete a project or sell a service. It is designed to continue to foster the…
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Marketing AutomationAircall: Add deal and follow-up after call
There’s so many steps to following up after a sales call and they all take your time. You have to enter the contact’s details in a deal…
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Project ManagementAircall: Click To Dial Callback
Your sales team is full of busy individuals. Taking calls, transcribing notes, and following up with leads means they’re spending their…
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Project ManagementAircall: Deal Creation on Inbound Call
You get a sales call, you take notes during the call, then you spend precious time after the call updating this contact’s information into…
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Project ManagementAircall: Follow-up Email
Your contact and you discuss so much during a sales call whether it’s a discovery call or you’re closing on a deal. Things can slip through…
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Project ManagementAircall: Missed Call Follow-up
Contacts miss your sales calls. It happens. But you want to ensure you have a follow-up in place to process this correctly. You’ll want to…
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Project ManagementAircall: Update Phone Number to E.164 international formatting
Goal: This automation recipe will help export your contacts to Google Sheets in order to bulk edit existing phone numbers to the E.164…
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Marketing AutomationAnnual Join Date Thank-You Email
If there’s one thing to remember, it’s that you don’t have a business without contacts. And the day that a contact signs up to be on your…
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Marketing AutomationApply Tags to Contacts Based On Custom Fields
To give the best customer experience, your messaging has to be relevant to each contact that you send to. But how do you categorize a list…
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Project ManagementAssign A Recurring Task On A Deal Until It Moves Stages
How many touches does it take to close a deal?While there is a wide variety of thought on the subject, the truth is each deal is unique.…
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Project ManagementAssign New Deal Owner When Deal Value Hits Threshold
Deals change. They are dynamic and can change in a multitude of ways, maybe a contact suddenly jumps to a new stage or plateaus in the…
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Project ManagementAssign Task To Introduce New Deal Owner
Deals change hands as they go through a process and more information is found out about them. You’re routing them to the right team to…
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Project ManagementAssign Task When Deal Owner Changes
Deals change over time. And changing information necessitates changing needs. Sometimes a deal needs to be handed to a new owner because…
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Project ManagementAuthor: Book Pre-Order Email Marketing Series
How do you build excitement for your new book? How do you promote your book and encourage your readers to pre-order?The “Author: Book…
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Sales AutomationAuthor: Book Review Request
How can you get more book reviews that encourage people to buy your book? How can you use social proof from reviews to sell more books from…
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Marketing AutomationAuthor: Free Chapter Giveaway
Are you wondering how to promote your book before it’s published? Are you looking for book promotion ideas?The “Author: Free Chapter…
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Marketing AutomationAuthor: Gauge Brand Familiarity
Do you want to know who your biggest fans are? How can you see how familiar your contacts are with your brand?Segment your email contacts…
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Project Management
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