Automate marketing tasks and follow-ups with completion actions. You can use standard actions that apply to all prospects equally or actions that apply only to prospects that meet the conditions you specify.
Required Editions
| Available in: All Account Engagement Editions |
| Action | Definition |
|---|---|
| Add tags | Applies a tag to a prospect. |
| Add to list | Adds a prospect to a list. |
| Add to campaign | Tags a prospect with the Salesforce campaign of your choice if the prospect has a lead or contact record in Salesforce. |
| Adjust score | Adjusts a prospect’s score by a selected number or resets it to a specific number. |
| Adjust score for scoring category | Adjusts a prospect’s score by a selected number for a scoring category. |
| Assign prospect via Salesforce active assignment rule | Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back to Account Engagement after they’re assigned in Salesforce. This action doesn’t reassign prospects. |
| Add to group | Assigns a prospect to an Account Engagement lead distribution group. |
| Assign to queue | Assigns a prospect to the Salesforce queue. This action doesn’t reassign prospects. If your connector syncs prospects to Salesforce contacts instead of leads, don’t use this action. |
| Assign to user | Assigns a prospect to a user. This action doesn’t reassign prospects. |
| Change prospect custom field value | Changes a custom field value. |
| Change prospect default field value | Changes a default field value. |
| Create Salesforce task† | Creates a Salesforce task for prospects. The task isn’t synced until the prospect is assigned to a user, a queue‡, a group‡, or via an active assignment rule. |
| Increment prospect field value | Adds to or subtracts from values for number fields. Requires a number field in the business unit. |
| Notify assigned user | Notifies the prospect’s assigned user. |
| Notify Slack channel | Notifies a Slack channel if the Slack connector is verified. |
| Notify user | Notifies a user. |
| Notify user via Twilio (phone) | Notifies a user by phone if the Twilio connector is verified. |
| Register for webinar | Registers the prospect for an upcoming webinar if the webinar connector is verified. |
| Remove from list | Removes a prospect from a list. |
| Remove tags | Removes tags from a prospect. |
| Send autoresponder email | Sends a prospect an autoresponder email. This action is throttled in some circumstances. |
| Set profile | Changes a prospect’s profile. |
| Set prospect’s first touch campaign | Changes the prospect’s Account Engagement campaign. |
| Set prospect’s source campaign | Changes the prospect’s Account Engagement campaign. |
†: Task type and task status options are set in Salesforce. If a completion action specifies a status that no longer exists in Salesforce, the action uses the default status. If the status is a closed status that no longer exists, the action uses the first closed status it finds.
‡: You can’t assign Salesforce tasks to a group or a queue. Salesforce task completion actions assigned to the CRM Owner or Assigned User don’t work on prospects who are assigned to a group or queue in Salesforce.