CRM Actions

The Add Contact Tag workflow action will add tags to a contact when the workflow is run. Utilize this workflow action to add tags to contacts when an event is triggered, such as form and survey submissions.

To add tags to a contact in your workflow, select the tags you want to associate with the contact. You have the option to choose multiple tags for each contact if you would like.

If you want to add a new tag that is not available in your existing tag list, type in the tag in the space provided and click on Add New Tag to save it.

By employing the Remove Contact Tag workflow action, you have the capability to delete tags associated with a contact upon executing the workflow. To begin, click on the + icon and select Remove Contact Tag from the list of available actions. This feature offers enhanced control over contact categorization, enabling you to maintain an organized contact database and improve your targeting in marketing campaigns through efficient management of tags based on specific criteria or actions.

In order to delete tags from a contact within the workflow, just choose the desired tags to be removed for each contact from the provided list of tags. You have the flexibility to include multiple tags for removal as required for individual contacts.

The Add/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select. This workflow action allows you to automate opportunity status changes based on a workflow trigger, getting rid of manually moving contacts to new opportunities.

The Add/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select. This workflow action allows you to automate opportunity status changes based on a workflow trigger, getting rid of manually moving contacts to new opportunities.

To edit an action in your pipeline using the workflow, first select the pipeline you wish to add a contact to. Click here to learn how to create a pipeline.

Then, choose the stage in the pipeline where you want to add the contact. This can be done by selecting the appropriate pipeline stage for your contact from the dropdown.

Fill in the name for your Opportunity. This can be the name or company name of the contact, depending on your preferences.

Fill in the source for your opportunity. This is the source from which the contact entered the workflow, such as Call, Organic Lead, Facebook, Google, etc.

Type in the lead value here. This value should reflect the dollar amount of the product or service your client is interested in.

Choose the status you want to add the contact to, either open, won, lost, or abandoned.

Enabling the Allow Opportunity to Move to Any Previous Stage in Pipeline option allows the contact to move backward to any previous stage in the pipeline. This feature provides flexibility in the workflow, enabling the user to make changes based on the specific needs of the opportunity.

On the other hand, enabling the Allow Duplicate Opportunities highly benefits in circumstances when a single contact needs to create or update multiple opportunities within the same pipeline. With this option, a new opportunity can be created for a contact that already has an existing opportunity in the same pipeline, thus eliminating the need to create a new entry for the same contact.

With the Add to Notes workflow action, you can add a note to the contact record. Use this workflow action to add notes to add to a contact record that can be shared with other assigned users to grasp information about content you’d like to share.

Add a new workflow action and select Add To Notes. Simply enter the Note in the designated field, which can be used to provide information that could be beneficial to other users assigned to that contact.

In addition, while adding notes within the workflow, you can make use of custom values like contact or user details for more specificity. Utilizing the custom values feature ensures that the recorded notes are more detailed and streamlined, enabling easier access to relevant information when it is needed. Learn more about Custom Values here

The Assign to User action is designed to assign the identified contact to a specified user or multiple users using a round-robin assignment method. To get started, click on the + icon to add a new workflow action, and select Assign to User. Utilize this workflow action to assign the workflow or specific workflow actions to a team member or multiple team members for easy tracking.

When selecting the user(s) to assign the contact to, you have the option to choose either a single user or multiple users from the Select User dropdown.

If you select only one user, then the assigned contact will solely belong to that user, and each time the trigger condition is met, the assigned contact remains with that user.

However, when you select more than one user, the trigger automatically rotates between the designated users for each triggered event. For instance, if you choose Tom and Jane, the first trigger assigns the contact to Tom, the second trigger assigns it to Jane, the third assigns it to Tom again, and so on until all users have had contacts assigned to them.

After assigning multiple users to your contacts, the Split Traffic feature becomes active to determine how you want the traffic to be distributed among the selected users.

By selecting Equally under the Split Traffic option, the traffic will be distributed evenly among all the users, similar to the Round-Robin Assignment method (e.g., 1:1, 2:2, etc.). This is enabled by default until you switch to the Unevenly option.

Opting for the Unevenly option allows you to customize the distribution ratio of traffic for each selected user. For instance, you could specify a ratio of 5:2, where User A receives five traffic, and User B receives two traffic; therefore, User B will only receive traffic after User A has completed their fifth.

If the Only apply to unassigned contacts toggle is turned off, and the trigger fires for an already assigned contact, the new assignment will overwrite the previous one, and the contact will be assigned to the new user.

The Remove Assigned User workflow action will remove an assigned user from a contact. This workflow action can be used after an event has been completed, such as a manual SMS or Call by a team member. Remove assigned users with ease, saving time in this automated process!

To get started, click on the + icon to add a new workflow action and select Removed Assigned User. When this workflow action is triggered within the workflow, the assigned user will be removed from the contact to which they were assigned.

The Set Event Start Date workflow action provides users with the ability to define the specific day, date, and time for the commencement of an event. By configuring this information, users can effectively utilize Wait events, which retain contacts in a holding pattern relative to the predetermined day, date, and time. This feature ensures that contacts are engaged at the most appropriate moment, leading to more effective communication and improved overall event management.

The Action Type provides different options and use cases within the Event Start Date. Here you can select from a custom field, a specific date/time, or a specific day.

When using the Custom Field option, users can select a custom value or contact that will serve as the Event Start Date.

Select Custom Fields

By clicking on the tag icon, users can also select a custom field that is either in date or text type field from the Select Custom Fields option.

The Specific Date/Time option permits selection of a particular date and time for an event, which will be followed by Wait steps.

This option also allows for reminders to be sent before multiple dates and time combinations within one workflow.

With the Specific Day option, a user can choose either the Current day of the week or the Current day of the month, and select relevant parameters such as Monday-Friday or Days of the month and Exact time.

Through the Add to Workflow action, users can add a contact to another workflow from their current workflow. This workflow action is useful to add a contact to another workflow once they’ve reached a certain step in the current workflow, allowing for seamless movement.

To use this feature, click on Add New Workflow Action, select Add to Workflow, and simply select the appropriate workflow you want to add the contact to.

It's worth noting that this can be any workflow, and users can even duplicate this step to add the contact to multiple workflows.

Here is an option to toggle on or off the input trigger parameter to better suit your needs.

Upon activation of a workflow trigger that initiates the Remove From Workflow action, you gain the ability to exclude contacts from any given workflow. This functionality provides enhanced control over contact management in workflows, enabling you to maintain organized and streamlined processes by removing specific contacts based on certain criteria or actions.

By enabling the Current Workflow filter, you gain the functionality to exclude a contact from the workflow that is presently being edited or managed. This feature offers improved control over contact management within the ongoing workflow, allowing you to maintain an organized process by removing specific contacts based on certain criteria or actions.

By activating the Another workflow filter, you are granted the capability to remove a contact from a specific workflow of your choice among all the available workflows in your CRM. This feature provides greater flexibility in contact management, enabling you to easily disassociate contacts from particular workflows based on defined criteria or actions.

The Remove From All Workflows action serves the purpose of extracting a contact from every workflow they are presently a part of. This functionality enables users to effectively manage contacts within their marketing automation system, ensuring that contacts are no longer subjected to ongoing processes or actions in all active workflows, thereby maintaining an organized and streamlined approach.

Using this action, users can remove a contact from all workflows, including the one they are currently building, by selecting the Include Current Workflow option. Utilizing this workflow action is useful when you have contacts that you want to easily remove from all workflows in your CRM.

The Remove Opportunity action serves the purpose of eliminating an opportunity associated with contacts within a specific workflow. This feature allows for efficient management of sales opportunities by providing the option to disassociate particular opportunities from contacts when certain criteria or actions are met. Consequently, this leads to better organization of sales pipelines and improved accuracy in tracking and analyzing sales progress.

To use this feature, click on Add New Workflow Action, select Remove Opportunity, and then select the Pipeline dropdown and choose the pipeline that has the opportunity you want to remove. This is a great way to remove contacts from old opportunities to keep your CRM up to date.

To send a notification to someone other than the contact in the ongoing workflow, use the Send Internal Notification workflow action. To begin the process, click on the plus button in the workflow action button and select Send Internal Notification. This workflow action allows you to send internal notifications to team members when a certain event has been triggered, such as a new lead form being submitted.

Input the name of the Sender in this field. You can also click on the tag icon to use the custom value.

Input the Sender's email here. You also have the option to use custom values to fill the email field.

Select who gets to have access to the contact. You can choose to send to all users, an assigned user, a custom email, or a particular user.

By clicking "All Users" you can link this contact to all the team members.

Assigned User

If the contact is already assigned to a user, you can decide to choose this type, which automatically links the contact to that user.

Custom Email

You can also send an email to the contact using your custom email ( i.e your Domain name).

You can assign the contact to a particular user by selecting the user. Usually for a contact who hasn't been assigned to a user yet.

Type the subject of the email in this field.

By clicking here, you can choose from all the templates you have created.

In case you decide to customize your message, click on the "None" option in the Template section, which will pop up the Message section. Type the body of the message here.

You can also use the "Custom values" and "trigger links" as you desire.

By clicking on this icon, you can add an attachment to this email.

The composed email can be tested here by inputting the demo email address. Click "Send Test Mail.

You can use your email address as your demo.

Type in the title of the notification in this field.

You can also click on the Tag icon on the right side of the Field to use the custom value.

This is the body of the mail. It is where you type the content of the message to be sent.

Select the page you want this notification message to be redirected to.

Select who gets to have access to the contact.

Select who gets to have access to the contact.

By clicking on this field, you can select from the available templates.

This is where you type the body of the message.

You can attach files by clicking on this icon.

Add a file through URL by inputting the URL into the field, then click on "+Add" to add the file.

You can test the composed message by typing a demo cellphone number and clicking on "send test SMS" to send the message. You can use your cellphone number as a demo, once you are satisfied with your message.

To enable the Do-Not-Disturb (DND) function for a specific contact, users are advised to opt for the Set Contact DND workflow action. To implement this setting, click on the "+" icon, incorporate a new workflow action, and select the Set Contact DND option from the available choices. By activating this feature, you can effectively respect your contact's preferences, ensuring that they are not disturbed by unwanted communications, ultimately maintaining a positive customer relationship.

In order to activate the Do Not Disturb feature for a contact, select Enable Contact DND. This option is useful if the contact does not want to receive notifications or has opted out of a subscription. Users can select the option to enable DND across all channels or only for specific ones. If specific channels are chosen, options include call, SMS, email, Facebook, and Google My Business.

To deactivate the Do Not Disturb feature for a contact, choose Disable Contact DND. Leave Do Not Disturb disabled if the contact is still interested in receiving notifications. Users can choose to disable DND across all channels or specific ones, such as call, SMS, email, Facebook, or Google My Business.

To mark a Conversation as Read/Unread or Archive/Unarchive it, users should select the Edit Conversation action. This workflow action allows for getting rid of manually marking conversations as read/unread or archive/unarchive once an event is triggered.

You can either mark the conversation with the contact as "Read" or "Unread."

Click on "Mark as Unread" if you already opened the contact's chat but need to be reminded of the chat; it returns the notification pop-up back on the chat.

You can mark a chat as "read" even without opening the chat, especially for conversations you want to skip.

You can decide to archive or unarchive the contact.

You can archive (hide) a chat by clicking this.

You can decide to unarchive a contact chat and move it to the recent tab.

In order to solicit a review from a contact, users are advised to opt for the Send Review Request workflow action. This command dispatches a review request to the specified contact. To initiate the process, simply click on the designated "+" icon and choose the Send Review Request option. By doing so, you can effectively gather valuable feedback from your contacts, contributing to improved customer relations and enhancing the overall quality of your products or services.

Users can request a review from their contacts via two methods: Email or SMS. The review request will send a contact a notification to give you a review after an event has been triggered, such as winning the opportunity or completing a purchase.

To trigger a charge in Stripe for a set amount to a particular customer in the user's Stripe account, select the Stripe One Time Charge workflow action. This feature charges the specified amount to the customer's account. To begin, click on the + icon and choose Stripe One Time Charge.

In the designated areas provided, users can input essential information when implementing the Stripe payment feature.

The Update Appointment Status workflow action allows users to change the status of an appointment. If a contact was added to the workflow via an appointment-related trigger, such as Appointment or Customer Book Appointment, the status of that appointment will be updated.

However, if a contact is added through another method, the status of the most recent appointment they scheduled will be updated instead.

To modify a contact's appointment status within a workflow, start by choosing the preferred status from the available options, which include:

By selecting the appropriate status, you can maintain an accurate and up-to-date record of your contact's appointment history, ensuring effective communication and streamlined management of appointments for both parties involved.

The Add Task workflow action in your CRM enables users to assign a task to themselves or their team members. The task can only be assigned to an active user within the account. This workflow action allows you to automate task creation for your team members to remind them to complete important tasks, such as setting up follow-up sales calls.

This workflow action allows you to assign a task to yourself or your team members in your CRM. To assign a task, you must either assign it to yourself or another active user in your account.

Type the title of the task in the field.

Describe the task in this field provided. Make sure all the necessary info that is needed is provided here to guide the users on the task.

Choose the user you want to assign this task to. It could be yourself or other team members.

Select a due date for this task. This will help make sure the task is completed efficiently.

The Add to Google Analytics workflow action is utilized to trigger an event in Google Analytics. This event trigger requires users to input specific parameters within the workflow. This technique is ideal for when users want to track events beyond the user's page view or visit, such as form submissions, user opt-ins, or support calls.

To categorize traffic into a specific source, we have a predefined set of rules in place. These rules involve checking the full page URL and the available referring domain against them. Further information regarding the rules and sources used for tracking can be found below.

The Add to Google AdWords action triggers a conversion event in Google Ads. To use this workflow action, make sure that your Google Ads account is connected in the CRM's Integrations section under Settings. Utilize this workflow action to add leads to Google Ads when they take an action such as completing a form/survey, call, or completing a purchase.

To begin, click on the designated + icon to add a new workflow action and select Add to Google AdWords. From there, choose the appropriate conversion action from the dropdown menu.

If no conversion actions are visible, log in to your Google Ads account and create a conversion action via Import. If unsure how to do this, seek assistance from a CRM administrator or advertising specialist.

The Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact's record. This feature enables efficient management of contact information, ensuring that your database remains current and accurate, ultimately contributing to improved communication and stronger relationships with your contacts.

To begin, click on the designated + icon to add a new workflow action and select Update Contact Field. From there, users can choose to update the field data or clear existing field data. Next, click on +Add Field.

If choosing to update field data, users can select either standard or custom field options and input the data to be updated in the designated field. If selecting to clear field data, only custom fields can be cleared.

The Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook. This workflow action allows you to add contacts to a custom audience to retarget them with your products/services if you have not yet gained them as a lead, or want to retarget them after a purchase.

Firstly, click on the designated + icon to add a new workflow action. From there, select Facebook - Add to Custom Audience. Next, choose the appropriate Facebook Account ID from the dropdown menu. Once the Facebook Account ID has been selected, the user can then choose the Facebook Customer Audience ID from the dropdown menu, where they want the contacts to be added.

Utilizing the Remove from Custom Audience workflow action, users have the ability to exclude contacts from a particular custom audience on Facebook. This feature enables better management of audience segmentation on the social media platform by providing the option to remove specific contacts based on certain criteria or actions. As a result, this leads to more precise targeting in Facebook advertising campaigns, improved customer engagement, and increased personalization for a tailored user experience.

To initiate this action, users should click on the designated + icon and choose Remove from Custom Audience - Facebook to add it as a new workflow action. From there, the user must select the appropriate Facebook Account ID from the dropdown menu. Once the Facebook Account ID has been chosen, the user can then select the specific Facebook Customer Audience ID from which they wish to remove contacts.

Through the Facebook Conversions API workflow action, advertisers can transmit web events directly to Facebook from their servers. This feature bypasses the third-party block enforced by IOS as well as Chrome and AdBlocker, too.

Access Token

To add an Access Token to your workflow for Facebook's Conversion API, begin by navigating to the Facebook Business Manager section within your Facebook account settings. Next, select Generate Access Token within the Conversion API category and copy the token. Finally, paste the token into the designated 'Access Token' field in your workflow.

If the business page is new, it may be necessary to set up Social issue, electoral, or political ads settings to access the token. This process may require confirmation of identity.

Pixel ID
​

To set up the Pixel ID for Facebook Conversion API in your workflow, go to the Facebook Business Manager's settings and copy the ID under the details section. Then, paste the ID into the designated Pixel ID field in your workflow.

Facebook Event Name

Next, in the Facebook Event Name section, select the appropriate event name from the available options. You can select from items such as contact, lead, add payment info, and more!

Value

In the Value field, insert the value of the event name selected above. This will create the lead value based on your preferences.

Currency

Add the appropriate currency type in the provided Currency field. The system will automatically set the currency type to USD, but you can change this to your country preference.

Test Code

To test the workflow, go back to the Facebook Business Manager account and click on Data Sources, then find the Pixel you have created.

Copy the test code in the test event and paste it into the Test Code field. Once testing is complete, delete the test code from the field and save the workflow.

The "AI Appointment Booking Bot" allows you to add a contact for appointment booking to the AI Bot flow. The bot will converse with the user and try to book the appointment on the selected calendar.

The following is a step-by-step guide on setting up your AI Conversational Appointment Booking Bot within a workflow.

Start by adding a workflow trigger, such as Customer Replied or any other trigger you desire.

The next step is to select an action for the workflow, the "AI appointment Booking Bot" action. Click on the action you created to edit the action options.

The AI Conversation can end in one of these three (3) ways:

The AI Appointment Booking Bot workflow action will automatically create an If/Else condition that happens when the Bot does or does not book an appointment. You can add a message or more branches down each path for additional conditions you created if you wish.