Marketing automation
Marketing automation performs repetitive steps by rules set in advance, without anyone stepping in, such as sending emails or creating a task after an event.
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Explanation
An automation starts with an event (a new subscriber, a deal won, a form filled in) and continues with steps: wait, email, condition, tag, task.
Automation works best for what a person would do the same way but forget. It does not replace the personal part of selling.
How HelloTeam does it
HelloTeam's Automations module works with branches, waits, repeats and formulas, and starts from ready-made recipes in one click.
Module: Automations (€9.90 / month).