Triggered Actions

Actions That Trigger Automations

Choose Action

• Premium actions

  • Reverse Telephone Look-up

  Choose the user you want to assign the leads to.

  • Varify email address as valid and accepting email

  Unassign any assigned user.

  • Varify phone numbers with accurate and up-to-date information

  "Round-robin" between users in the User group that the lead is assigned to.

  • Varify, correct and enhance U.S. address with live data

• Reassign the lead to a user within a group

  • Assign the lead to a specific user

  Choose the user you want to assign the leads to.

  • Set the lead to unassigned

  Unassign any assigned user.

  • Assign the lead to the next user in queue within the lead’s assigned group

  "Round-robin" between users in the User group that the lead is assigned to.

  • Assign the lead to the next user in queue within a specific group

  Choose the user group you wish to assign a lead to the next user in line for lead assignment.

  • Assign the lead to the next user in queue within the next group on the group queue

  Assign the lead to the next user in line for lead assignment who belongs to the next user group in line.

  • Assign the lead to the next user in queue within your organization

• Reassign the lead to a group

  • The unassigned group

  Reassigns a lead that belongs to any other group to the unassigned group

  • Within a specific group

  Reassigns the lead to the chosen group and unassigns any assigned user.

  • Within the next group in the queue

  Reassigns the lead to the next group in line to recieve leads group and unassigns any assigned user.

• Send an Email

  • To an email address or to email addresses

  Specify a single email address or adresses(comma separated) to send an email template.

  • To the lead

  Send an email template to the selected leads.

  • To the lead’s assigned user

  Send an Email template to the assigned user of any selected lead.

  • To a specific user

  Send an email to the chosen user.

  • To everyone in the lead’s assigned group

  Send an email template to every one who belongs to the assigned group of the selected leads.

  • To everyone in a specified group

  Send an email to every user who belongs to the group you specify

• Change the status and/or substatus

Set the status and substatus of all selected leads to the status you choose.

• Create and assign a task

  • Assign the task to a specific user

  Create a task for the user you choose.

  • Assign the task to the lead’s assigned

  Assign a task for anyone who is assigned to the selected leads.

  • Assign the task to next in queue within the lead’s assigned group

  Create a task for the next user in line who belongs to the group assigend to the seleced leads.

  • Assign the task to next in queue within a specific group

  Assign a task to the next user in line who belongs to the group you choose.

  • Assign the task to next in queue within your organization

• Deliver to a reseller

  • Deliver the lead to a specific client

  Sell the selected leads to the client you choose.

  • Deliver the lead to all clients

  Sell the selected leads to all of your clients.

  • Deliver the lead to all clients within a specific group

  Sell the selected to leads to all the clients in the client group you choose.

  • Deliver the lead to next client in queue within a specific group

  Sell the leads to the next client in line to recive leads who belong in the client group you choose.

  • Deliver the lead to next client in queue within your organization

• Post the lead to an external form

Post all of the selected leads via http post to the selected form handler.

• Add a product to the lead opportunity

Assign a product to the lead opportunity value of all the selected leads.

• Reset the last activity timestamp to turn the lead attention meter to green

Sets the selected to a green lead attention meter status and resets the activity timestamp.

• Modify Lead information associated with lead

Change the information within any of your fields to a specified value.

• Add a campaign response to the lead

Add a chosen advertising campaign to all the selected leads.

• Credit the lead to an affiliate

Associate all the selected leads to a chosen afilliate

• Permanently and irrevocably delete this lead from your system

This will remove all of the selected leads from your system with no hope of recovery.

When you have selected an action, first configure it by choosing the parameters of the action. Then set the delay if you wish for it to complete in the future. Delay is in hours. Then click add action to add the action to your sequence.

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