CRM will allow you to create action groups from

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Visual workflows With the tool: Visual Workflow you will be able to automatically remove leads from an action group when specific events occur, or to start different actions based on filters applied to a single trigger. With this practical functionality, the which you can request that an action be activated by implementing triggers and/or implementing filters, which can serve you, as we said at the beginning, to discard leads that are not suitable.

according to the action you are looking for. Right here you can establish the delay time that one action has with respect to another, that is, if one of your triggers was for the lead to open the form on the page you assigned, you can determine in the workflow that after a certain period Indonesia WhatsApp Number Data of time it will reach For example, the email piece that you have prepared for that lead.

Sharpspring will help you create workflows Visual workflow will help you with automation. Action Groups Since you know a little more about visual workflows, now you will learn something that will surprise you, action groups, with them you can create powerful automations that will be based on the main behavior of your leads. It is important to talk about action groups, since automations in Sharpspring are based on Visual Workflows, followed by action groups.