Overview
Automation Modules#
Funnel Modules#
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Wait for a certain amount of time, or until conditions are matched.
Continue the automation in diffrent way depending on weather the conditions are matched.
Evenly split contacts or choose how to distribute them.
Sened an email to customer.
Send text messages to a customer
Complete a goal for customer.
Adjust the score factor for a specific score.
Add a tag to customer.
Adjust data for a specific score.
Notify a number of people by Email/text/or admin when a contact reches this point
Add deal
Update the status of a deal assigned to this contact.
Add a tast to a project with a note.
Add a note in a deal assigned to this contact.
Complete a task of a deal assgned to this contact.