Send personalised emails or create a task for a team member automatically when a lead stage changes or a contact performs an action, such as purchasing something on your website or filling in a form.
For instance, when a lead becomes a customer you could automatically send a personalised welcome email and a task for someone to call the client to start the project just by changing the status of the lead to "won".
 "The 5 Digital Marketing Channels Most Canadian SMBs Should Focus On (and Why)")
 "Your Website Is Not a Brochure: Building Digital Systems That Sell for You")
 "What a “Medium-Sized Agency Advantage” Actually Means (And Why It Matters)")
