Contact Last Engaged Date
How do you monitor your email contact’s engagement levels? Are you looking for an easier way to find your most engaged email contacts? What…
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Gestione dei progettiRicette di automazione
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Mostra 61–90 di 383 Ricette di automazione
Contact Scoring for Site Visits
Track how often your contacts visit your website with this automation. With site tracking and lead scoring, you can track website visitors,…
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Gestione dei progettiConversations Auto-Reply Link Tracking
An online chat feature is a great thing to have on your business website. It lets you immediately connect with people who are looking for…
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Gestione dei progettiConversations – Online Chat Page Tagging
When you know where a contact has already been on your website, it can be easy to help guide them where they should go – and what they…
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Gestione dei progettiConversations: Tag Local Contacts from Online Chat
The ability to connect with people online is a huge advantage to businesses. You can reach a lot of people quickly and frequently,…
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Gestione dei progettiCreate Deal When Calendly Appointment Booked
The more you can take off your salesperson’s plate, the better. When a new appointment is booked, writing down all those contact details…
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Gestione dei progettiCreate Google Contacts record when Calendly appointment made
Have you ever run late for a meeting?Running late, something coming up, and other issues can all occur and disrupt the best laid meeting…
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Gestione dei progettiCreate Leads In Dynamics: Part 2
How do you automatically create a lead in Microsoft Dynamics once a contact takes a qualifying action? Use this automation recipe for…
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Gestione dei progettiCreate Leads In Dynamics: Part 3
What do you do if you have an engaged contact that hasn’t yet taken a qualifying action to become a lead in Dynamics?We said this Dynamics…
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Gestione dei progettiCreate Leads in SalesforcePt 2
How do you automatically create a lead in Salesforce once a contact takes a qualifying action? Use this automation recipe for automatic…
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Gestione dei progettiCreate Nimble record when Unbounce page received
When’s the best time to create a deal for a contact?Right from the beginning of their journey! The same logic pertains for ensuring…
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Gestione dei progettiCreate Task To Transcribe Notes After Sales Call
Automating your sales team’s processes can relieve a lot of headaches. One of the most common things your salesperson does is probably…
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Gestione dei progettiCreate Task 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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Gestione dei progettiCreate Task 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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Gestione dei progettiDeduct Points for List Unsubscribe
Unsubscribes. They’re unfortunate, but no business is immune to their occurrence. Fortunately, you can still benefit from unsubscribes.You…
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Gestione dei progettiDocuSign: Reminder To Sign
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track…
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Gestione dei progettiDonation and Volunteer Email Series
Better manage your donor lists with automated emails and JotForm. Once a donor subscribes to your list and makes a donation, you can use…
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Marketing automationDropbox Sign: Check Signature Status After A Week
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track…
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Gestione dei progettiDropbox Sign: Reminder To Sign
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track…
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Gestione dei progettiDropbox Sign: Send Signature Request When Stage Changes
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. When you’re…
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Gestione dei progettiDynamics Engagement Sync
Are you looking for a way to track a contact’s engagement level in Dynamics? Do you want to segment your contacts based on their level of…
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Gestione dei progettiDynamics Unsubscribe Sync
When an email contact unsubscribes, how can you automatically remove them from your email lists across both sales and marketing…
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Gestione dei progettiEducation and E‑course Email Reminder Series
Keep your students notified about your online course with automated e‑course emails and JotForm. Set up this customizable recipe to…
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Gestione dei progettiEducation: Registration Form Flow
How do your students register for your courses?Chances are, despite your workflow, they all start the same. Someone expresses interest in…
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Gestione dei progettiEducation: Reminder to Complete Course After Starting
Once a contact starts your course, then the process will handle itself, right?This is a common misconception. While starting a course is a…
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Marketing automationEducation: Reminder To Start Course After Signup
You offer a course, contact buys course, and then…never takes the course? What happened?Most often, life happened. A variety of reasons…
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Marketing automationEducation: Teacher/Administration PTO request
What’s an administrative task you wish you could automate?Chances are, you can. Take PTO requests, for instance. A staff member or…
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Gestione dei progettiEmail Automation for Event Registration
Guide attendees through your event registration process with automated emails and JotForm. Once a new user is registered, this automation…
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Gestione dei progettiEmail Campaign Social Share Incentive
Reward your contacts for sharing your email campaign on social media with this automation. When a contact shares your campaign,…
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Gestione dei progettiEmail Forward Incentive
Reward your contacts for forwarding your marketing emails to their friends and family. When a contact forwards your campaign, this…
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Gestione dei progetti
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