Automations help streamline your day. TIEIT's powerful Automation module allows users to automate actions based on a contact's behavior such as:
- Follow-up emails and/or text messages based on a contact's behavior
- Creation of activities to add to your calendar
- Add/remove contacts to various Groups and/or Lists
- Adding a Note to a Contact's record
- Adding/Updating a Deal
- Changing/Assigning an Owner to a Deal
For example, you can create a custom Automation for leads who come through a specific website form to receive an automated email 2 days after submitting the form.