Tech admin, Business admin
Gong Engage*
Automations are settings that manage how people are added to and interact with flows, which can save time and help teams scale their engagement efforts. Think of them as a way to automate tasks, like adding people to a flow or managing email responses.
Technical and business admins can set up automations for adding people to flows. Once created, they can be applied to company flows.
Automations can help you:
Save time. Minimize manual tasks like adding contacts and leads to flows
Ensure timely outreach. Ensure people are added to flows at the right time without manual checks
Types of automations
All automations are available for both Salesforce and HubSpot. Automations can be set up for company flows only, not personal flows.
Add contacts/leads to flow. Starts a flow for a contact or lead automatically.
How automations work
Automations are made up of 3 components:
When: This is the trigger of the automation
If: This is a filter for the trigger
Then: This specifies what should happen when the automation’s conditions are met
First, we evaluate the trigger. If the CRM change matches the trigger definition (for example, lead creation), we evaluate the conditions. If the conditions are met, the action can be executed.
Let's look at an example. Say we're a flower shop that wants to send flowers to every family that just had a child born and are residents of New York City. In this case, we would only want to trigger sending the flowers when a child is born, not when the families move to New York City. In this example, the When, or the trigger, is having a child. The If, or filtering condition, is to include only residents of New York City. The Then is to send flowers.
Our automation rule's logic would look like this:
When a child is born in New York City, If the parents live in New York City, Then send flowers.
Learn more about Creating and managing automations in Engage.
Troubleshooting automations
To learn about troubleshooting automations, see troubleshooting automations..
*The features available to you depend on your company’s plan and your assigned seats.