An advanced Contactually workflow

Contactually

Turn relationships into results

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An advanced Contactually workflow

Video Transcript

Speakers in this video: Jimmy (GetApp) and Brandt (Contactually)

Brandt: Programs obviously are very good for automation. The way that you actually set them up to be fully automated is you set up triggers using buckets or stated up a pipeline.

So what you can do is you can say this is the steps I want to do if I meet someone at an industry event. I'm going to attach this bucket so that when I meet someone in an industry event, all I have to do is add them to this bucket and they're going to get started on these steps.

Jimmy: And I could be adding people to the bucket from within the app while I'm at the event.

Brandt: Correct. You could even do it when you're sending an email from gmail. You can go ahead and choose that bucket and they'll get triggered on this program. Similarly just as we've done here and now this is pretty much the most advanced feature, because it combines two in one but you can attach programs with stages so that whenever you add that deal to the stage, the contact is going to get triggered on that level.