Ricetta di automazione “Serie di messaggi di benvenuto”
In genere funziona così, crei un modulo, le persone lo compilano e si iscrivono a una mailing list a cui tu poi invierai le email. Sì, ma…
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Marketing AutomationAll Recipes
Showing 691–720 of 984 Automation Recipes
Ricetta di automazione “Sincronizza campi dell’offerta dai campi personalizzati del contatto”
Se dovessi scegliere, preferiresti:- Scrivere la tua lista giornaliera delle cose da fare…- Passare la metà del tuo tempo ad aggiornare…
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Project ManagementRicetta di automazione “Sincronizza offerte dall’invio di un modulo”
Quando qualcuno invia un modulo al tuo sito, puoi usare le informazioni che ricevi in molti modi. Ma non c’è motivo di sottrarre tempo agli…
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Project ManagementRicetta di automazione “Sposta offerta allo stadio successivo a compito completato”
Automatizza lo spostamento delle offerte nella pipeline di vendita grazie a questa automazione. Non appena un compito viene segnalato come…
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Project ManagementRingless Voicemails: Welcome New Subscribers
Ringless voicemails let you to send pre-recorded messages directly to your contacts’ voicemail—without ringing their phone or picking up…
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Marketing AutomationSakari: Send SMS text message when contact submits a form
When a contact fills out a form on your website requesting more information about your service or product, how can you ensure that your…
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Marketing AutomationSales Engagement Threading: Deal Outreach
When a prospect has become a deal, you know they’re ready to start chatting with your team about what your business can provide. With our…
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Project ManagementSales Engagement Threading: Free Trial Offer
You have a new lead who’s expressed interest in your business, now’s a great time to offer them a free trial and set them up for success.…
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Project ManagementSales Engagement Threading: Post-Event Deal Outreach
You just had an event and now you want to ensure you follow up with your new leads to keep the excitement and interest going. With our new…
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Project ManagementSales Engagement Threading: Pre-Event Email Series
You’re having an event soon and want to provide valuable information to leads who will be attending. With our new sales engagement…
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Project ManagementSales Engagement Threading: Prospect Outreach
Every good salesperson will tell you that you need a good outreach series to new prospects to inform them about your business and build…
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Project ManagementSales Engagement Threading: Site Tracking Follow-up
A prospect or deal visiting your site is one of the biggest indicators of interest and one of the best times to reach out while your…
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Project ManagementSales Engagement: Post-Conversion Check-in
Your deal was won! Throw the confetti and celebrate, right? Well, yes, but also ensure you have a good follow-up email to check in and make…
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Project ManagementSales Engagement: Post-Meeting Outreach
A lot of people think of sales as just getting you to pick up the phone and listen to the pitch or watch the demo, but that’s usually just…
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Project ManagementSales Engagement: Pricing Inquiry Outreach
When a contact submits a form for a quote or to know about your service and pricing, this is a great indicator that they are a hot lead.…
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Project ManagementSalesforce Contact Creation On Visit To Important Page
Site tracking is a powerful sales tool. It lets you know when a contact has been visiting pages and deliberating a purchasing decision.…
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Project ManagementSalesforce Contact Creation Upon Link Click
There are a number of actions your contacts can take to indicate a purchase interest. And you most likely link to these qualifying events…
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Project ManagementSalesforce Deal Owner Sync
Do you wish there was a way to ensure each deal is being handled by the same team or same person? Avoid miscommunication and mishandling of…
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Sales AutomationSalesforce Engagement Sync
Are you looking for a way to track a contact’s engagement level in Salesforce? Do you want to segment your contacts based on their level of…
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Project ManagementSalesforce Lead Scoring
What do you do if you have an engaged contact that hasn’t yet taken a qualifying action to become a lead in Salesforce?We said this…
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Project ManagementSalesforce New Contact Outreach and Notification
Getting a new deal in your pipeline is a reason to celebrate! A new contact who is interested in working with you or making a purchase…
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Project ManagementSalesforce Nurture Lead Series
What if you already have warm leads, but you want to send them more information before reaching out? This automation recipe sends a series…
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Marketing AutomationSalesforce Pipeline Sync
Are you looking for more alignment between your sales and marketing teams and software? Keep your pipelines identical with this Salesforce…
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Sales AutomationSalesforce Sales, Support, & Marketing CXA
Why do contacts need to schedule appointments? They want to:- Get initial info about your business- Get help comparing product options…
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Sales AutomationSalesforce Subscription & Welcome Email
Do you want to send automated welcome emails to your contacts that subscribe via Salesforce? Your marketing team sends leads to your sales…
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Marketing AutomationSalesforce: 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 ManagementSave Form Submissions as Notes
This automation requires Zapier.Saving form submissions as notes in your CRM is an effective way to preserve data in ActiveCampaign. One of…
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Score-Based Engagement: Email Opens
Contact scoring can be a simpler method than tagging to manage subscriber engagement for your email marketing program. This automation…
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Score-Based Engagement: Link Clicks
Contact scoring can be a simpler method than tagging to manage subscriber engagement for your email marketing program. This automation…
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Score-Based Engagement: Replies
Contact scoring can be a simpler method than tagging to manage subscriber engagement for your email marketing program. This automation…
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