Automation Recipes

Add a Note When Deal Value Changes

Sales processes are streamlined and efficient, but one of the reasons we still need a personal touch is because they are subject to change.…

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Add an Account Note When Contact Field Updated

Account management is tricky. You have multiple contacts all assigned to an account, all with their own information. See, tricky! But what…

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Add 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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Add 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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Add 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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Adjust 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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After 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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Aircall: 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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Aircall: 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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Aircall: 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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Aircall: 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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Aircall: 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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Aircall: 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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Assign 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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Assign 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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Assign 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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Assign 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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Author: 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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Author: Send Book Trailer On Site Visit

What’s a great way to catch your audience’s eye, build excitement, and drive sales?Having a trailer for your book. Book trailers are a…

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Automatically send an SMS message using Twilio on a specific date

How can you follow up automatically on a contact’s birthday? Or a contact’s anniversary with your business? Or 2 weeks before your…

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Automatically send an SMS message using Twilio when a deal stage changes

How can you follow up with prospects at the right moment?The ActiveCampaign CRM lets you keep track of contacts where they’re at in your…

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Automatisierungsvorlage für E‑Mails für Cross-Selling im eCommerce

Video-Überblick und Vorstellung der VorlageAngenommen, ein Kunde tätigt einen Online-Kauf. Was passiert als Nächstes?Eine…

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Automatisierungsvorlage zur Benachrichtigung, wenn ein Kauf nicht abgeschlossen wurde

Sie haben einen Lead-Nurturing-Plan und es gibt ein voraussichtliches Abschlussdatum für den Kauf. Aber es verläuft nicht alles nach Plan.…

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B2B Post-Purchase Check-In

Selling to a business can be very different than selling to a contact. Depending on your business, it’s not uncommon to fulfill an order…

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Birthday and Anniversary Coupon Email

Do you want to make loyal customers feel special and celebrated? Add this special day coupon automation to your coupon marketing…

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Birthday and Anniversary Coupon Email (Automaton Recipe) (301)

Do you want to make loyal customers feel special and celebrated? Add this special day coupon automation to your coupon marketing…

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Black Friday: Abandoned Cart Email Series

Recover abandoned carts from Black Friday with this abandoned cart email series automation. Shopping cart abandonment refers to a customer…

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Black Friday: Accessory Upsell

We’ve all been there. We buy an exciting new product or service during a big sale. Then you start to use it and realize to get the most out…

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Black Friday: Coupon on Purchase

How can you capitalize on the success of a big holiday sale?By ensuring the purchases don’t stop when the clock strikes midnight. It’s an…

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