Automation recipes
Ready-to-copy automation rules (Pro). Each one is an IF trigger, optional conditions, THEN actions rule. Build them under Automation → Add New. Read Automation first for the building blocks.
1. Instant admin alert for hot leads
- Trigger: Score Change
- Condition: score is greater than or equal to your Hot threshold
- Actions: Notify Admin, then Add Tag “hot”
- Options: Run once per lead
2. Welcome sequence on signup
- Trigger: Form Submit
- Actions: Add Tag “subscriber”, Enroll in Sequence “Welcome”
- Options: Run once per lead, so a returning lead is not enrolled twice
3. Thank the buyer and start onboarding
- Trigger: Payment Successful
- Actions: Add Tag “customer”, Move to Pipeline Stage “Won”, Enroll in Sequence “Onboarding”
4. Chase a failed payment
- Trigger: Payment Failed
- Actions: Send Email (a friendly “your payment did not go through” note) and Add Tag “payment-failed”
5. Reward engagement
- Trigger: Email Click
- Actions: Add Score Points, then Move to Pipeline Stage “Qualified”
6. Push new leads to your CRM
- Trigger: Form Submit
- Action: Send Webhook to your CRM, Zapier or Make. See Webhooks.
7. Segment by country
- Trigger: Form Submit
- Condition: country equals a value you care about
- Action: Set Segment. Requires lead intelligence.
8. Win back cold leads
- Trigger: Time-Based
- Condition: score is below your Warm threshold
- Action: Enroll in Sequence “Re-engagement”
- Options: Run once per lead
Tips for reliable rules
- Name rules clearly (“Hot lead alert”), because they are listed by name.
- Use Run once per lead for anything that should not repeat.
- Test with a fresh test email address, then check the rule’s activity on the Automation screen.