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".
 "Digital Marketing for Small Businesses in Canada: Where to Start")
 "Email Marketing Best Practices for 2026")
 "Five Ways to Write Great FAQs and Turn Website Visitors Into Customers")
