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Impact Automations

Learn how automation can relieve staff from mundane work and transform your organization.

Automation is a way of having a process happen on its own without the need for user action.
Don't lose leads cause they have 'fallen off'

Activity — assign task/activity to a record owner.

Email — send an email to one or more contacts as you specify.

Field Update — update the value of a field on a record.

Opportunity — create an opportunity based on conditions.

Custom — design your own process to automate.

  Quick Intro   1 minute

  Deep Dive   7 minutes

All of your automation events in one list.

Manage, review, alter or create automation from one simple list.


Activity

Create / schedule any type of activity on a schedule so you never miss a lead.

Email

Send personalized emails to current customers to keep retention.

Field Update

Update any field based on the contact record conditions.

Opportunity

Create opportunity when a contact record is created. (or it's getting stale).

Custom

Design scripts with multiple actions such as create activity then create history.



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