🤖 Automations

The Automation feature in 3sigma allows users to streamline workflows, enhancing efficiency and reducing manual tasks. By setting up specific triggers and actions, you can automate various processes in your CRM.

Understanding Actions and Triggers

• Triggers: Events that initiate automated workflows. When a specified event occurs, it prompts the corresponding actions.

  Key Triggers:

  • Leads: New leads entering the system.

  • Tasks: Changes or creations of tasks associated with leads.

  • Activities: User interactions or updates related to leads.

  • Quotations: Updates or changes to quotations tied to leads.

  • Content: Updates to any content related to lead management.

• Actions: The tasks executed in response to triggers. Actions can include updates, notifications, and task creations related to leads.

  Key Actions:

  • Create New Task: Automatically generate a task when a new lead is created or when an existing lead requires follow-up.

  • Assign Leads: Automatically assign leads to team members based on predefined rules.

  • Update Leads: Change lead details or status based on specific triggers.

  • Copy/Move Leads: Seamlessly move leads between lists or update their information as necessary.

  • Send App Notifications: Automatically notify users about important events or updates within the app.

  • Send Emails: Trigger email communications based on lead activity.

  • Automated Marketing Messages: Send notifications, feedback requests, or marketing messages automatically based on lead interactions.

Important Note delay action

You can introduce delays between actions, enabling you to create drip campaigns that automatically send messages and develop automated action plans.

Key Benefits:

• Automated Action Plans: Use automation to create structured action plans that guide your leads through the sales funnel like create callbacks, send messages and reminders

• Drip Marketing Campaigns: Design campaigns with delays to send messages at optimal times, ensuring consistent engagement.

Example Use Cases:

• Set reminders for follow-ups at important milestones.

• Automatically send targeted messages based on lead interactions.

By leveraging automation and drip marketing, you can run your sales process efficiently, ensuring timely communication