From pt1, the automation trigger checks to see if the email list contact entered pt2. If you have, these contacts do not need to be in pt3. I already have a lead record in salesforce. If you haven't joined pt2 yet, join this automation based on your engagement score and create a lead record in salesforce. 7hjqwg2hm automation button 4. Salesforcenurture lead series salesforce development lead serieswhat if you already have warm leads but want to give them more information before contacting them? This is an automated recipe for you! Sends a set of messages to your contacts, and at the end of the set, automatically creates a lead record for your contacts.
Here's how this automation works: the contact is entered in the automation when you perform the desired action. This could be form submission, list subscription, etc. Contacts go through one drip series email per day. At the end of the automation, salesforce automatically creates a lead record. Suppose you are a contractor and a contact who submits a form on the email list site for process details. With this automation, you can send an email that analyzes what you can expect from the process. Give them more information about the details you need to know in order to give them a quote and an estimate of how long it will take to work. You can drip feed this over a few days. When the sales team contacts you after the drip, the sales team knows what the contact already has. This gives them a starting point for sales conversations.
7hjqwg2hm automation button 5. Salesforce email list engagement sync automation of salesforce engagement syncknowing the level of lead engagement provides important information to both the marketing and sales teams. Marketing teams using activecampaign can see the numerical engagement score and the actions that led to it, but sales teams working with salesforce may display numbers without further information. This automated workflow turns that numerical score into a textual answer that you can understand at a glance. Before importing this automation, create a custom engagement field in both activecampaign