CRM - Automations in CRM with the Condition "The lead has a SAC ticket"
Automation in the CRM based on the condition "The Lead Has a Service Interaction in SAC" is a powerful strategy to improve efficiency, personalization, and the tracking of customer interactions.
Access the CRM, and click on Automations;
Set the title and the condition, which, in this case, will be 'Does the lead have a service interaction in SAC?'.
Set the settings;
Configure the condition that must be met for the automation to be triggered.
Determine what you want the CRM to do when the condition is met.
In the example, we will use 'Send notification to an employee'.
But you can set other conditions, such as:
'Create Task': You can schedule a task for the sales team to perform a personalized follow-up after a service interaction.
Specify which employee you will send the notification to, what the message will be, and click "Save";
After saving your automation, click on the 'Play' icon to activate it.
