Types of Automation Flow

When you start building a flow, the system allows you to select the type of data that you want to process.

If you don’t have a form yet, then you won’t get the ‘Form Submission’ option

If you don’t have a phone number yet, then you won’t get the ‘Incoming Phone calls’ option

1. Contacts – Automations that run on Contacts already in your system. Triggered either manually or based on events such as task status changed, payment processed, etc.

2. Form Submissions – Automations that are triggered in real-time automatically when a form is submitted. Create auto-responders, order fulfillment, lead assignment, and other automation.

3. Incoming Phone Calls -Automations that run on an Incoming Phone Call. Create interactive voice menus, trigger emails, SMS, or dynamically route phone calls based on conditions.

Scroll to Top

Custom solutions for your entire sales team

Let us show you how our accurate B2B company and contact data can help you reach the right decision makers and close more deals.

What can you expect?