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Pre-Assignment Email Series
How do you make sure contractors and team members are on the same page before an assignment begins? Share information and set expectations…
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Project Management
Fitness: Weekly Workout Email Series
Lots of your fitness contacts are trying to build a regular weekly workout habit, and a lot of them likely run into the same big problem –…
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Project Management
Determine 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 AutomationAll Recipes
Showing 181-210 of 963 Automation RecipesCreate 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 ManagementCreate 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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Project ManagementCreate 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 Leads in SalesforcePt 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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Marketing AutomationCreate 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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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 AutomationCustomer Service Follow-Up Message
The moment you help close a customer support ticket is a great feeling! The problem is solved, the customer is happy, and you’re happy.And…
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Customer SupportCustomer Survey for Inactive Users
You might think that an inactive user has nothing to say about your product. After all, they’re inactive. If they wanted to talk about it,…
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Customer SupportCustomer Win-Back A/B Split
When a customer cancels your service, it’s natural to want them back. A customer win-back email series is a good idea, but here’s a…
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Customer SupportCustomer Win-Back Email Series
Customers stop buying from businesses or cancel memberships for any number of reasons. And often, those reasons aren’t permanent…
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Customer SupportDead Weight — Dynamic eCommerce Segment
These are users who made it into the account but have never purchased or engaged ever.In general, these people should be removed from the…
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Marketing 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 AutomationDeduct 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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Project ManagementDetermine 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 ManagementDonate2 Credit Card Tagging
The purpose of this automation is to tag contacts based on their use of a payment card to pay for a donation. For example, visa,…
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Marketing AutomationDonate2 Digital Wallet Tagging
The purpose of this automation is to tag contacts based on their use of a digital wallet technology to pay for a donation. For example,…
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Marketing AutomationDonate2 Donation Level Acknowledgement
The purpose of this automation is for you to send a follow up communications when a donor makes a donation using Donate2. Donate2 returns 4…
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Marketing AutomationDonate2 New VS Existing Donors
The purpose of this automation is for you to tag any new donor as “Donor” and send an email to any new donors that make a donation. Also,…
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Marketing AutomationDonate2 Postal Code Is Local
The purpose of this automation is to tag a donor as “Local” or “Not Local” based on the postal code provided during the donation.
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Marketing Automation
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