Automation rules are repeatable, criteria-based rules that find
matching prospects and apply actions to them.
Required Editions
| Available in: All Account
Engagement Editions |
- Create an Automation Rule
Create an automation rule to perform criteria-based actions on prospects.
- Automation Rule Criteria
Automation rules use criteria to filter matching prospects to apply actions to. The criteria are available in the first dropdown in the Rules section of your automation rule.
- Automation Rule Actions
Automation rules filter prospects by criteria and then apply an action to matching prospects. The actions are available in the first dropdown in the Actions section of your automation rule.
- Automation Rule Examples
Automation rules perform actions based on criteria. Here are some examples of common automation rule use cases.
