Create 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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Project ManagementAll Recipes
Showing 91–120 of 446 Automation Recipes
Create Leads in Dynamics: Part 1
Are you looking for a way to use marketing automation to turn contacts into leads for your sales team? The ActiveCampaign integration for…
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Sales AutomationCreate 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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Project ManagementCreate 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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Project ManagementCreate 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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Project ManagementCreate Task to Call or Email New Deal
When a new deal enters your pipeline, how does the deal owner know whether to call or email them? Do they have to scour the contact profile…
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Sales AutomationCreate 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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Project ManagementCreate 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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Project ManagementCreate 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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Project ManagementCréer une offre à partir d’une recette d’automatisation de formulaire
Que diriez-vous de pouvoir automatiser la création d’une offre dans le CRM, lorsqu’un contact envoie un formulaire ? Aimeriez-vous avoir la…
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Sales AutomationCriar um negócio a partir de um formulário — Receita de automação
Está em busca de uma maneira de criar um negócio automaticamente no CRM quando um contato envia um formulário? Gostaria que houvesse uma…
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Sales AutomationCursos en línea — Oferta de minicurso
Convierte a los participantes del minicurso en inscritos de tus cursos en línea principales con esta automatización. Cuando alguien se…
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Sales AutomationDeal aus einem Formularautomatisierungsrezept erstellen
Suchen Sie nach einer Möglichkeit, im CRM-System automatisch einen Deal zu erstellen, wenn ein Kontakt ein Formular sendet? Wünschen Sie…
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Sales AutomationDeal Creation and Email Upon Tag Being Added
Tagging is a powerful tool in your marketing automation toolkit. You can set up tags for when contacts take certain actions, attend events,…
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Marketing AutomationDetermine Best Sales Drip
How do you measure sales email performance? How can you figure out which sales emails work best or which sales emails are better?The…
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Sales AutomationDocuSign: 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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Project ManagementDropbox 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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Project ManagementDropbox 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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Project ManagementDropbox 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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Project ManagementDynamics CXA Sales & Support Workflow
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 AutomationDynamics 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 AutomationDynamics Pipeline Sync
Are you looking for more alignment between your sales and marketing teams and software? Keep your pipelines identical with this Dynamics…
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Sales AutomationE‑Commerce-Begrüßungsserie
Ein Kontakt schaut sich die Produkte auf Ihrer Website an und sendet Ihr Formular ab. Bevor er zum Kauf bereit ist, müssen Sie ihn…
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Marketing Automatione‑Commerce: Rückgewinnungssequenz
Was ist besser als ein Kunde?Ein Stammkunde! Für ein Unternehmen, das ein Produkt oder einen Service verkauft, ist jede verkaufte Einheit…
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Sales AutomationE‑commerce: sequenza win-back
Che c’è di meglio di un cliente?Un cliente abituale, naturalmente! Ogni acquisto è prezioso per l’azienda che vende quel prodotto o…
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Sales AutomationE‑mail avec bon de réduction pour un anniversaire
Que diriez-vous de montrer à vos clients fidèles qu’ils comptent particulièrement pour vous et de célébrer cette fidélité ? Implémentez…
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Marketing AutomationEcommerce : séquence de fidélisation
Qu’est-ce qui est mieux qu’un client ?Un client qui revient ! Tout achat est une aubaine pour une entreprise qui vend des produits ou des…
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Sales AutomationEcommerce Cross-Sell Email
When a customer makes an online purchase, what happens next?A confirmation email? Definitely. And that confirmation email can either…
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Sales AutomationEcommerce Product Sales Drip Email Series
Do you wish there was a way to automatically promote your ecommerce products to your email subscribers?Send a series of automated ecommerce…
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Sales AutomationEcommerce Welcome Series
A contact looks through the products on your site and submits your form. Before they’re ready to buy, you have to nurture them. And what’s…
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Marketing Automation
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