1:1 Email: Lead Outreach Pt. 1
How do you do lead outreach? That’s a question whose answer changes depending on who you ask. Different companies all view lead outreach…
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Project ManagementAll Recipes
Showing 1–30 of 383 Automation Recipes
1:1 Email: Lead Outreach Pt. 2
So your contact has been moved down the pipeline, but besides a new stage they’re in, what happens next? Now you start to nurture the lead…
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Project Management1:1 Email: Out of Office Reply
Let’s face it, your team’s not always in your office. But questions never stop coming in from contacts. Setting the right expectation can…
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Project Management1:1 Email: Out of Office Reply and Reply Task Creation
Let’s face it, your team’s not always in your office. But questions never stop coming in from contacts. Setting the right expectation can…
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Project Management1:1 Email: Reach Out When Replied To
Our new 1:1 email automation feature is great. It allows you to automate personalized messages coming from a connected email address and…
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Project ManagementAC MP Contacts Cleaner Part 1
This is the first part of the AC Cleaner automation. The automation checks when was the last time contacts were engaged.Use the second part…
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Project ManagementAC MP Contacts Cleaner Part 2
This is the second part of the AC Cleaner automation. This automation moves contacts unengaged for 90 days or more to a list that can be…
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Project ManagementAccounting: Expense Reimbursement
What’s the one thing everyone is precious about?Money! This can be especially true when someone is expecting to be reimbursed for money…
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Project ManagementAccounting: Paperwork Submission Reminder
What’s the biggest holdup for getting work done?Waiting for all the proper paperwork so you can get started on assisting your clients. You…
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Project ManagementAccounting: Virtual Meeting Follow-up
You’re meeting with a contact, everything is going great, you discuss next steps. Then you don’t hear from them. What happened?You didn’t…
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Project ManagementAdd a Note When Deal Value Changes
Sales processes are streamlined and efficient, but one of the reasons we still need a personal touch is because they are subject to change.…
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Project ManagementAdd an Account Note When Contact Field Updated
Account management is tricky. You have multiple contacts all assigned to an account, all with their own information. See, tricky! But what…
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Project ManagementAdd 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 ManagementAdd 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 ManagementAdicionar 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 ManagementAfter 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 ManagementAircall: 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 ManagementApply 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 Management
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