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. All the possible stages will be selectable via a dropdown.

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).

For example, the picture above shows that the action maps the name of the deal to the name of the contact and the description of the deal to the description of the contact.

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.