Hi everyone,
REW CRM’s Automation Phase 2 is coming soon, and I’ve written a blog about what to expect. If you’re using Automations (or thinking about it), I’d love for you to check it out.
We’ve been getting great feedback after the initial release and we’re thankful for all your responses and suggestions. We used these in the planning of Phase 2, so we hope you find the upcoming new triggers, conditions and actions useful.
Here are the upcoming new ones:
Triggers
Lead Created
Form Submissions
Lead Deleted
Lead Rejected
Lead Saves a Search
Lead Unsubscribed
Deal Closed- Won or Lost
Lead Returns
Deal Created
Appointment Created
Offer Created
Conditions
Last Active
Last Touch
Phone number status
Last Call Made
Last Email Sent
Last Email Received
Last Text Sent
Last Text Received
Last Conversation
Last Inquiry
Actions
Push Notification
Add Group
Add Tag
Add Pool
I’m excited to see what automation rules you’ll create with these! Also, we’re still collecting feedback, so if you’ve got suggestions, use cases, or just want to brainstorm, feel free to share it here.