| Add prospect to list |
Adds a prospect to a list. |
| Add prospect to Salesforce campaign |
Tags a prospect with the Salesforce campaign of your choice. |
| Adjust Prospect Score |
Adjusts a prospect’s score by a selected number or resets it to a specific
number. |
| Adjust Prospect Score for Scoring Category |
Adjusts a prospect’s score by a selected number for a scoring category. |
| Allow Deleted CRM Lead or Contact to Recreate from Account Engagement |
Allows assigned prospects who were previously deleted in Salesforce to create a lead
the next time they sync with the CRM. Typically, when a lead or contact is deleted in
Salesforce, the corresponding prospect is flagged to never recreate a lead in the CRM. This
action can also be used when a prospect has matched “Don’t Sync with CRM” via an automation
rule. |
| Apply tags |
Applies a tag to a prospect. |
| Assign prospect to queue |
Assigns a prospect to the Salesforce queue. This action doesn’t reassign
prospects. |
| Assign prospect to user |
Assigns a prospect to a user. This action doesn’t reassign prospects. |
| Assign prospect to user in group |
Assigns a prospect to a user in a group. This action doesn’t reassign
prospects. |
| Assign prospect via Salesforce active assignment rule |
Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back
down to Account Engagement after assignment in Salesforce. This action doesn’t reassign
prospects. |
| Change profile criteria |
Changes grading criteria for a profile. |
| Set prospect's source campaign |
Changes the prospect’s Account Engagement campaign. |
| Change prospect custom field value |
Changes a custom field value. |
| Change prospect default field value |
Changes a default field value. |
| Change prospect profile |
Changes a prospect’s profile when the requirements of the rule are fulfilled. |
| Clear prospect field value |
Clears a field value. Unverify your Salesforce connector before using this action to
clear field values, and clear the corresponding field in the CRM before reverifying the
connector. |
| Create Salesforce task |
Creates a Salesforce task for prospects. |
| Do Not Sync With CRM |
Flags a prospect as Do Not Sync, preventing the prospect from syncing with your
CRM. |
| Increment prospect field value |
Adds to or subtracts from values for number fields. |
| Mark as reviewed |
Marks a prospect as reviewed. Assigned prospects aren’t marked as reviewed. |
| Notify assigned user |
Notifies the prospect’s assigned user when a prospect meets the criteria of the
rule. |
| Notify user |
Notifies a user when a prospect meets the criteria of the rule. |
| Remove prospect from list |
Removes a prospect from a list. |
| Remove tags |
Removes tags from a prospect. |
| Send prospect email |
Sends a prospect an email. When multiple prospect records have the same email address,
all prospects match the rule, but the rule’s action is applied to the first prospect the
rule finds. The other prospect records show “Not Applied: Duplicate Email” in the Applied At
column. |
