Automation Recipes

Slack: Automatically send a message when a deal stage changes

Do your deal owners know the exact stage of all their deals?Sales team members have to balance a lot of daily activities and information…

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Slack: Automatically send a message when lead score threshold is met

When’s the best time to reach out to a lead?With lead scoring, the actions the contact takes can let you know when they are very interested…

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Slack: Automatically send message when purchase is made

What goes into fulfilling an order?For the customer, it’s clicking a button. For your team, it can be a myriad of in-house and outside…

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SMS 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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Stripe: Trial Ending Drip Series

How do you let your contacts know when they have a trial coming to an end? What methods do you use to convert them to customers now that…

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Stripe: Trial Ending Notification

How do you reach out to trials that are ending? Are you making sure to include the human touch?A quick call or personal email can show your…

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Suivi ciblé de l’intérêt pour le produit

Comment continuer à interagir avec les clients intéressés par vos produits ? Comment faire d’un client occasionnel un client fidèle ? Vous…

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SurveyMonkey: Send a survey after contact makes a purchase

What happens after someone buys from your online store?ActiveCampaign Deep Data integrations with Shopify, BigCommerce, WooCommerce, and…

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Survicate: Deliver Personalized Content to Contacts

Benefits:- With this automation you can discover what your contacts would like to read about next, what are their pain points, and deliver…

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Survicate: Generate more referrals from NPS promoters

Benefits- This automation will help you generate more referrals from NPS survey promoters.- First, you need to send out an NPS survey to…

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Survicate: Send an NPS (Net Promoter Score) survey when someone buys from you

Benefits:- NPS (Net Promoter Score) surveys is a great way to predict repurchases and referrals — It asks people who’ve received your item…

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Tag & Send Guni SMS when contact abandons a cart

Automatically tag contacts and send SMS messages through Guni SMS when they abandon their shopping cart. This recipe helps you re-engage…

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Tag Wrong Numbers On Sales Calls

A sales process had a lot of moving parts. You’re reaching out to deals, moving deals between pipelines, and passing deals to the right…

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Tags d’intérêt pour le produit (recette d’automatisation)

Vous vous demandez qui sont vos clients ? Vous souhaitez savoir ce qu’ils aiment, ce qu’ils n’aiment pas, ce qui pourrait les intéresser à…

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Targeted Product Interest Follow-Up

How do you follow up with customers that are interested in your products? How do you turn a one-time customer into a repeat customer? Are…

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Targetierte Nachverfolgung von Produktinteresse

Wie fassen Sie bei Kunden nach, die sich für Ihre Produkte interessieren? Wie können Sie einen einmaligen Kunden in einen Stammkunden…

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Task Complete: Move Deal Stage Upon Task Completion

Sometimes you’ll have a task and stage in your sales process that, once complete, you know you’re ready to move the deal along the…

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Text Messaging Autoresponder

This automation will automatically send a text message response to your contact based on a trigger word, and tag the contact.The automation…

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Text Reminders for Demos, Webinars & Events

Hosting live demos, webinars, or in-person events to sell your products or services?You know the more leads who show up, the more you’re…

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Text to Join using Sakari SMS

This automation is designed to enroll your contacts in SMS alerts. The automation is triggered when a contact subscribes to your SMS…

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Track Incoming Custom Orders

Fulfilling an order may be second nature to you, but are you properly communicating with both customers and internal teams the status of an…

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Travel: Send Website Visitors Limited-Time Offer

How do you know if a contact is thinking about booking a trip through your travel agency?What if you could reach out to a client and know…

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Travel: Special Occasion Rebooking

Recognize your guests’ special occasions and invite them to celebrate with you again. This automation lets you reach out to a guest that…

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Twilio: Automatically send a text to contacts when they make a purchase

What happens after someone buys from your online store?ActiveCampaign Deep Data integrations with Shopify, BigCommerce, WooCommerce, and…

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Unengaged Customer Offer and Clean-up

Sometimes a contact only makes one purchase because that’s all they needed and they’re not going to make another purchase. Sometimes it’s…

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Upcoming Writing Workshop Email Series

Do you want to send informational emails about an upcoming writing workshop? Are you wondering how to write a reminder email for an event…

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Update Account Owner — Contact Field Changes (ie: Territory/Region, Size, etc. changes)

Making sure that the right person is building and maintaining relationships with an account is vital to a great customer experience. It can…

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Update Account Owner — Contact Score Changes

Making sure that the right person is building and maintaining relationships with an account is vital to a great customer experience. It can…

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Update Account Owner When Form Is Submitted

Managing accounts can be tough. You have to keep in mind any changes made, all the contacts assigned to an account, and keep a focused…

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