Automations allow you to automate tasks that continuously evaluate records using selector logic and run qualified accounts or people through configured actions such as:
- Add people to your Marketing Automation System when engagement drops.
- Add qualified executives to Outreach or Salesloft when engagement points reach a defined threshold.
- Add event attendees to a Salesforce Campaign to give sales visibility for follow-up.
- Automatically create and assign Salesforce tasks to align sales and marketing.
- Manage and update account and person data.
Licensing and Permissions
- You must have Admin privileges or be assigned to a permission set for Orchestration. Any user with permission for Orchestration can access and manage all automations.
- If you're licensed for Workspaces, you can manage automations within individual workspaces. See Manage Workspace Orchestration.
Automations Overview
To access Automations, from the left navigation bar, go to Orchestration > Automations. Click the name of the automation.
Each automation includes the following sections:
- Define Population: Choose a list or use selectors to identify accounts or people the automation runs against.
- Estimated Results: Shows all of the accounts or people who are going to qualify for an automation based on the selector and the qualification rules you have set.
- Automation Frequency: Set how often the automation runs and define how frequently a record can qualify.
- Actions: Configure the actions the automation runs.
- History: See historical run activity and sync details.
How to Create an Automation
The process for creating an Automation includes: