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How Automations Work

Triggers, actions and how to set up your first automation.

What automations do

An automation says: when this happens, do that. You find them under Sales Intelligence, on the Automations tab. Each action costs 1 credit per run, and 2 for sending an email or calling a webhook.

Triggers

  • Status changed (from the lead panel, the board or the call list)
  • Lead created (when you add a lead by hand)
  • Lead imported (from a CSV or from Prospect)
  • Lead assigned to a team member
  • Tag added
  • Reply received
  • Campaign reply (a reply to a campaign email)
  • Campaign bounce (a campaign email sent through your domain or Outboundr did not arrive; bounces on Gmail are not visible)
  • Call logged
  • Appointment scheduled
  • No activity for a number of days
  • Reply received, but not answered for a number of days

Actions

  • Send an email
  • Create a task
  • Change the status
  • Add a tag
  • Send a notification
  • Set the call priority
  • Add to a campaign
  • Assign to a team member
  • Add a note
  • Call a webhook

Setting one up

  1. Open Sales Intelligence and go to Automations
  2. Create a new automation and give it a name
  3. Pick a trigger, and where needed its condition (for example which status)
  4. Add one or more actions
  5. Save and switch it on

Switch an automation off to pause it; it keeps its settings.

The rest of Sales Intelligence

  • Knowledge base: your product, prices, objections and tone of voice. Import a PDF or document and AI splits it into entries. The call list's pitch guide shows them.
  • AI Tester: try how the AI answers a question, and give feedback it learns from.
  • AI settings: the tone of the AI and the format of call summaries.