Common Automation Rules

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SalesLoft can help automate your processes with Automation Rules, which are groups of actions that run based on meeting certain criteria. Automation rules can be used to execute any repetitive process that you'd normally have to do manually, and can include multiple actions built on a set of criteria. Automation Rules are not available on our Group plan. Professional teams can create up to three active rules, and Enterprise teams can create an unlimited number. 

Below are some common automation rules.

Allow SalesLoft to import lead/contact into SalesLoft

 

 

 

 

When a success is log remove the person from a cadence.

 

 

When "x" action happens then change cadence stage to this.

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