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This runs when a lead submits your Facebook form Filters In Form

Abandoned Checkout trigger is used to engage with the shoppers who spent good amount of time on your website and added a few products but left the store without completing their purchase Filters Duration You can choose the duration to activate the trigger when the shopper leaves your Shopify store. After the shopper leaves your

This trigger is used when you have a workflow or series of actions to be performed when someone places an order through your Shopify store. Filters Cart Value This filter will allow you to select the cart value with additional customizations. The trigger will get activated when you have provided specific instructions such as –

Adding Workflow Actions This is where you pick an action for this step. The actions are grouped into categories: 1. External Communications Actions 2. CRM Actions 3. Membership Actions 4. Conditions and Workflow Actions Actions Search Bar For easy/quick access, you can use the search bar by typing the action name. Workflow Action Nodes Node

Call If the contact has been assigned to a user, this event will call the user and play the whisper message. If the contact is unassigned, this event will call the number listed in Settings > Company tab > Company Phone field and play the whisper message. If the person who answers the call presses

Voicemail This action pushes a pre-recorded voicemail file to that contact. Assign User Click on Assign to User if you want the calls to go to the assigned user’s phone number that has been set up in Twilio. Drop Your File You can upload the voicemail file by clicking on the “Upload File” icon. Voicemail

Instagram DM This action sends an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at this event in order for the message to be successfully delivered). Templates By clicking on this field, you can select from the available templates. Message This

This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to

This action creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Contacts > Manual Actions). Creating Manual Actions In Workflows Assign To User The first thing you need to do in order to add manual actions to a user in your CRM is to

Send SMS Workflow – External Communication Action: This action sends a text message to the contact. SMS Action Sends a text message to the contact. Edit Action Templates By clicking on this field, you can select from the available templates Message This is where you type the body of the message. Add Attachment You can