How to Setup the automation rule

You can create the automation rule from the Automation Section - in the upper right via the “+ Create Automation”. You can find out more information here

Description

Contact Created automation enables you to trigger an action as a result of a contact being created in Sales CRM (e.g: through an import or manually)

Supported Actions

Convert to a sale

The convert to a sale will automatically convert a new contact into a new deal.

This will generate a list of fields that can be prepopulated onto a deal. Each fields can be mapped based on the fields from the contacts (including custom fields).

Mapping the fields

In order to convert a contact into a new deal, You will need to map some fields (for example, the name of the deal, its description, etc.) - at a minimum, you will need to map the name of the deal. This information will directly come from the Contact fields.

To note:

• You do not need to associate the contact to the deal, that is automatically done

• If the fields are incompatible (incompatible datatypes/variables - e.g: numbers vs. letters) then the fields will default to being empty

Sync contact to Mailchimp

This will automatically sync the new contact to a Mailchimp list of your choice. To read more about Mailchimp integration click here: Mailchimp Integration

For example, we could set up a rule to have a new contact be sent immediately to the Mailchimp list named “JSoft”, then this could be used for nurturing campaigns or marketing reachouts.

Additional Automations

Do note that you can also add additional automation steps to the Contact → Deal automation in order to make it more powerful. Some examples can be:

• Automatically assign the deal to someone

• Automatically have the deals be part of a specific funnel

• Automatically have the deals have a specific stage