This article explores the conditions you can set in your automations. When a condition is met, the next step in your automation will trigger. You can follow up a condition with an action (e.g., wait 3 days then send an email) or with more conditions (e.g., wait 3 days then check if the lead stage has […]
This article takes you through the various actions available in the automation feature. Once set up, these actions will execute based on the conditions you define. You can easily automate your entire business use case from the conditions and actions available. Messaging To learn how to send email/SMS to leads, see Automation Actions – Messaging. […]
1. Feature Overview Once you create a list, you can perform various actions on the list from the List Actions dropdown. The actions you can perform differ based on whether your list is Static or Dynamic. To know more about Lists, see List Management – Feature Guide. Note: Certain apps and connectors must be installed […]