Automation from New Conversation

With LeadBI you can create an automation starting from a New Conversation. Insert the name, the Trigger New Conversation, the maximum number of times this automation can execute for a contact, the conditions (optional) and continue.

 

You can assign a tag clicking on actions.

 

Subsequently, you can set up a if/else condition, that is, if the contact has visited your website.

 

If is true that the contact has visited your website, you can send a notification email.

So you have set up your automation!

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