CRM - Automations in CRM with the condition "The lead has an email"

In a CRM, the ability to filter opportunities based on the presence of an email address is crucial for effective marketing and sales strategies.

Access the CRM, and click on Automations;

Set the title and the condition, which, in this case, will be 'The lead has an Email'.

Set the configuration; Yes or No.

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 an Email to the lead'. That way, whenever a lead associated with an opportunity has an email address available, they will automatically receive an email.

But you can set other conditions, such as:

'Modify the Lead segments': You will be able to segment your lead however you prefer, including the possibility of placing them into specific segments to receive targeted emails.

Select the Email that you want to send and click on Save;

After saving your automation, click on the 'Play' icon to activate it.

With the automation configured, leads from opportunities that have an email address will automatically receive the email you defined to be sent in the automation.

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