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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Gerenciamento de projetosReceitas de automação
Automatize rapidamente com mais de 950 receitas pré-criadas
Todas as receitas
Exibindo 61–90 de 984 Receitas de automação
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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Automação de marketingAdd 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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Automação de marketingAdd 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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Gerenciamento de projetosAdd 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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Gerenciamento de projetosAdd 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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Gerenciamento de projetosAdd 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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Gerenciamento de projetosAdd 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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Gerenciamento de projetosAdd 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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Automação de marketingAdicionar 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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Gerenciamento de projetosAdjust 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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Automação de vendasAfter 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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Gerenciamento de projetosAfter 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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Suporte ao clienteAfter 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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Automação de marketingAircall: 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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Gerenciamento de projetosAircall: 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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Gerenciamento de projetosAircall: 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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Gerenciamento de projetosAircall: 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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Gerenciamento de projetosAircall: 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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Gerenciamento de projetosAircall: 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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Automação de marketingAnnual 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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Automação de marketingApply 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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Gerenciamento de projetosAssign 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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Gerenciamento de projetosAssign 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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Gerenciamento de projetosAssign 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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Gerenciamento de projetosAssign 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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Gerenciamento de projetosAuthor: 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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Automação de vendasAuthor: 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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Automação de marketingAuthor: 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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Automação de marketingAuthor: 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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