Automation – Feature Guide

The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort.

Here are some examples of what you can achieve through automation –

  • Send automated campaigns to leads and follow up based on their behaviour.
  • Nurture leads with the right messages depending on their engagement.
  • Automatically distribute leads to users/groups based on location, interests, products, etc.
  • Automatically check-in/check-out your users, create tasks and alerts based on their availability and send them automated messages on special occasions.
  • Use Lapps and webhooks to pull/push data and automate processes you perform in third-party applications.
  • And lots more…

 

Automation Types

You can set up different types of automations based on the automation trigger you select –

AccountLets you automate workflows around your B2B relationships and activities.
LeadLets you automate your lead conversion workflow through engagement, nurturing, sales management, etc.
OpportunityLets you automate your opportunity capture workflow through engagement, nurturing, sales management, etc.
ActivityLets you automate workflows when activities are posted or updated against accounts, leads or opportunities.
TasksLets you automate workflows when tasks are posted or updated against accounts, leads or opportunities.
UserLets you automate the workflow of your users and lead distribution through check-in/check-out functionality. work day and hour availability, holiday/leave management, etc.
At Regular IntervalsLets you trigger automated workflows at specified intervals.

If you’re new to the automation feature, we recommend you go through this article first.

Account Automation
Lead, Opportunity, Activity, and Task Automations
User Automation
Automation Audit Report
See who changed what and when, as well as previous versions of your automations.

 

Automation Basics

Automations have three key components –

  • Triggers
    The starting point of your automation. When a new lead is created for instance.
  • Conditions
    An if/else or wait until condition that is usually followed by an action. Wait until a lead opens an email for example.
  • Actions
    An action to perform once a condition is met, such as adding a lead to a list or sending an email once a condition is met.

Automation Basics

 

Navigation

From your main menu, navigate to Workflow>Automation.

automation navigation

From this page, you can –

  • Create new automations.
  • Filter existing automations by Type, Status, Modified By and Modified On.
  • Use the SettingsSettings iconicon alongside an existing automation to Publish, Edit, Rename, Clone or Delete the automation.

 

Automation Report

Check the real-time performance of an automation in the automation report.

 

Any Questions?

Do you have a workflow you would love to automate? Let us know in the comments. We’re happy to help!

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Ganesh Kolte
1 month ago

when to use Triggered Data and when to use Latest data in automation condition?

Sri Sudhan
Admin
Reply to  Ganesh Kolte
1 month ago

Hi, Ganesh. You can use the “Latest Data” option when you want to evaluate the Advanced Search based on the field’s current value. And you can use “Triggered Data” when you want to evaluate the Advanced Search based on the field’s value when the automation was triggered.

For example, let’s assume you’re setting up an automation for the activity ‘Invoice Raised’, and the condition is to check if the ‘Amount Pending is less than 50,000’. In this instance, you can use “Latest Data” if you want to check the current amount pending, while you can use “Triggered Data” to check what was the amount pending when the automation was triggered, once the ‘Invoice Raised’ activity was posted.

charlie
charlie
8 months ago

what is an exit action?

Sri Sudhan
Admin
Reply to  charlie
4 months ago

Hi, Charlie. When condition(s) are met at any point of the Lead’s journey in the automation you’ve published, the Lead will be removed (exit) from the automation flow, and the remaining actions set up in the automation will not be executed for this lead.