Salesforce : Lead Conversion Attribution
Do you know how your contacts became contacts ? How do you know the source of a lead ? Where do your leads come from?The « Salesforce : Lead…
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Project ManagementRecettes d’automatisation
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Affichage de 301–330 sur 383 Recettes d’automatisation
Send a ClickSend SMS confirmation when Typeform submitted
Whether your customer could be responding to an event, answering a survey, placing an order or opting into your marketing list, send them…
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Project ManagementSend a Guni SMS confirmation when any form submitted
Automatically send a confirmation SMS through Guni SMS when any form is submitted on your website or platform. This recipe ensures instant…
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Project ManagementSend A How-To Video Upon Beta Acceptance
Have you ever misunderstood instructions before?It happens all the time, so why wouldn’t it happen to some of your contacts in your beta…
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Project ManagementSend a Notification on Purchase
How do you know when a customer makes a purchase from your ecommerce store ? Do you wish you got an internal notification after a contact…
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Project ManagementSend a Re-engagement Campaign After Inactivity
When a contact is tagged as « Disengaged », send a re-engagement campaign. If they don’t open or click a link within that re-engagement…
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Project ManagementSend a Slack notification when Typeform submitted
How soon do you take action on when a contact submits an important form?There are a myriad of situations where you need to get important…
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Project ManagementSend a text message using ClickSend SMS after a contact reaches a certain score
Reach out a customer that is ready to buy using ClickSend SMS.With Contact Score trigger, you can automatically send SMS when a contact…
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Project ManagementSend an SMS message using Twilio after a contact score increases
How can you reach out when a customer is ready to buy?Customer scoring lets you boil down engagement, customer profile, and behavior into…
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Project ManagementSend an SMS message using Twilio after a contact submits a form
How do you confirm that a form has been submitted successfully?A confirmation email reaches people’s inbox, but what if you want to make…
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Marketing AutomationSend Notification 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 ManagementSend Reward Upon Referral
When contacts refer their circles to your business, they are rewarding you with new business. Why not reward them in kind?Word of mouth and…
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Project ManagementSend Slack notification when Calendly appointment is cancelled
What’s more frustrating than getting ready for a meeting just to realize the appointment has been cancelled?Not much ! Save yourself the…
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Project ManagementSend Slack When Deal Sentiment Becomes Negative
What can a deal’s sentiment tell you?When a deal record is detonated as having a negative sentiment, this is a great early indicator that…
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Project ManagementSend Slack When Deal Sentiment Becomes Positive
What can a deal’s sentiment tell you?When a deal record is detonated as having a positive sentiment, it lets you know your and your deal…
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Project ManagementSend White Paper and Create Account
How do you create your account records ? Have you thought about offering a powerful white paper that shows the benefits of working with your…
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Project ManagementSettore immobiliare : onboarding di un nuovo venditore
Come aiuti i tuoi clienti immobiliari a vendere una casa ? Quali sono gli elementi da prendere in considerazione quando si vende una casa?…
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Project ManagementSincronización de campos de oportunidad de venta con campos personalizados de contacto – Receta de automatización
¿Cuál de estas opciones prefieres?- Arrasar con tu lista de tareas diarias- Pasar la mitad del tiempo actualizando la información de un…
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Project ManagementSincronización de oportunidades de venta a partir de formularios enviados – Receta de automatización
Cuando alguien envía un formulario en tu sitio, puedes usar la información de muchas formas distintas. Pero no tienes por qué usar tiempo…
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Project ManagementSincronizar campos de negócio com campos personalizados de contato – Receita de automação
O que você prefere:Concluir sua lista de tarefas diárias… ou passar metade do tempo atualizando informações de contatos nos registros de…
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Project ManagementSincronizar negócios com o formulário enviado – Receita de automação
Quando uma pessoa envia um formulário em seu site, você pode usar essas informações de diversas maneiras. Mas não há motivo para você…
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Project ManagementSite Tracking Donation Ask
Wouldn’t it be great to know when someone has engaged with your latest campaign, so you could ask for action right then?Well, you can.…
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Project ManagementSite Tracking Volunteer Ask
When’s the best time to ask someone about volunteering for an event ? Why not when it’s fresh on their minds?When people first find out…
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Project ManagementSlack : Automatically send a message when a contact is tagged as unengaged
How do you fight churn?One way is to identify why the contact’s not engaging before they click the unsubscribe link in an email. If your…
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Project ManagementSlack : Automatically send a message when a contact unsubscribes
Have you ever not received a message you were supposed to receive?It happens all the time. Someone on a membership list accidentally…
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Project ManagementSlack : Automatically send a message when a form is submitted
How much time does it take to gather all the needed information about a person?It can be taxing to go over every contact to grab the…
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Marketing AutomationSlack : Automatically send a message when goal is achieved
When is the best time to know when a contact achieves an important goal?The moment it happens ! Your entire contact base is always taking…
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Marketing AutomationSMS Reminder to Repurchase
Have you ever run out of something when you needed it most?Don’t let that happen to your contacts ! Sending out automated reminders when…
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Project ManagementStore Customer First Purchase Date
How do you keep track of customer data ? Do you know your customers purchase history ? When did they first become a customer ? When a customer…
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Project ManagementStore Customer Last Purchase Date
How do you keep track of your ecommerce customers ? Do you know who your repeat customers are ? Do you want to know the last time a customer…
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Project ManagementIntégrez l’ensemble de votre pile technologique avec des apps personnalisées
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