Automation Entry Points

How do I send Contacts to a different Automation?

Stephen Whiting avatar
Written by Stephen Whiting
Updated over a week ago

Automation Entry Points allow you to send any contact to any automation.

Let's say you called a lead and they said to you, "I am not ready to sell for 6 Months."

You may want to create an Automation called "Leads that are 6 months out." In this automation, you want to include a few text messages and emails to start sending to your prospects. But you only want those messages to start 3 months from now.

Why 3 months?
A good rule of thumb is to reach out at the midway point of what your prospect told you, or even sooner. This is possible with Automation Entry Points.

Step 1: Create your Automation or use an existing Automation

Step 2: Add an Entry Point

Step 3: Send leads to the new Entry Point

Do you wish this feature could do something more?

Email me your idea at [email protected]. I respond to every email.

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