Zapier Integration
“Don’t push people to where you want them to be; meet them where they are.”
automate marketing around predicted events and other trigger events happening to your contacts
What’s An Automation?
Actions triggered by events
An Automation is an action that gets triggered when an event happens to your contact. This event could be something with their property, life, or prediction score.
Connect Accounts
1. Follow Up Boss to Likely.AI
It is really easy to connect your follow up boss and Likely.AI’s accounts. If you can copy and past… then you’re good to go. No tech skills required also you can’t break anything! 🙂
Select A Trigger
2. Pick An Event
Triggers are events that happen to your contact or their properties. The best trigger events are opportunities to re-connect with your contact in a moment when their needs and your services overlap.
Select An Action
3. Decide What Happens Next
When an automation is triggered what actions do you want to happen? You can send the contact to your connected CRM to start a campaign and/or get an email notification.
Use Templates
Start With Pre-built Templates
We created templates to help you get started using automations. They are triggered by some of the most popular and valuable events that you need to be first to know about!
