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Lead Liaison's integration with Customer Relationship Management (CRM) systems allows our platform to incorporate CRM events opportunities into a marketers workflow when creating Automation Campaigns automations for lead nurturing, lead scoring, lead grading, segmentations and more.
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Lead Liaison provides comprehensive support for various Salesforce.com (SFDC) criteria, future events and actions. See this page for more information on SFDC Campaign support. |
Using Future Events
To use any of these filters create a new Behavior-based Automation:
- New > Automation
- Select Behavior
- Under Trigger, search for opportunity
Triggers
Added to Opportunity
- Description = Matches any Prospect that gets added to an opportunity.
- Example = Trigger when someone is added to an opportunity with an amount greater than $100,000.
- Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this change.
- Screenshot: Below
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