How to Access the Automation Section? 

How to Access the Automation Section? 

ConvertLead > Select Campaign  

  1. Follow the workflow mentioned above to land on the Integrations screen. 


Figure 14 Integrations 

  1. From here, click the button. Doing so takes you to the Automations screen where you can create an automation for the campaign. Here, you are able to define various actions and create an automated workflow that would run when the campaign is executed. 


  1. To create an automated workflow action, click the button. Doing so opens the Create Action window. 


Figure 15 Add Action Button 

  1. Here, select the type of action using the Action Type dropdown. 


Figure 16 Action Type 

  1. Set the delay in action trigger using the Hrs. and Min. fields. 


Figure 17 Delay 

  1. Name the action using the textbox below the Delay fields. 


Figure 18 Text Box 

  1. Once all the details are entered, click the button. This creates the action and displays it at the place from where you clicked the + button. 


Figure 19 Save