Actions
Paminga is capable of executing a number of "Actions" automatically.
Paminga's Actions can be triggered by events, like a form submission.
They also may be triggered when leads or contacts meet conditions of your choosing.
For example, you may want Paminga to sunset a contact whose email open rate is less than 5% in the last 3 months.
Consistency: The Same Actions Everywhere
Paminga's Actions may be triggered in multiple places throughout the platform. Their settings look exactly the same no matter you use them.
This is to your great advantage: consistency makes Paminga easy to learn and use.
- Form Builder: trigger actions when a form is submitted
- CRM Sync Actions: trigger actions as leads or contacts are synced to Paminga from your integrated CRM
- Contact Import Actions: trigger actions as contact records are imported from your .csv file
- Drip Series & Workflow Goals: trigger actions when a goal is achieved
- Workflow Branches: trigger actions as leads/contacts progress through workflows
- Lead Scoring Thresholds: trigger actions when a prospect's lead score crosses a threshold
- Lead Stage Change Actions: trigger actions when a lead's stage changes
- Opportunity Stage Change Actions: trigger actions when an opportunity's stage changes
Available Actions
- Add to Classic Campaigns
- Remove From Classic Campaigns
- Add to Marketing Lists
- Remove From Marketing Lists
- Add to Subscription Lists
- Remove From Subscription Lists
- Sunset Contact
- Un-Sunset Contact
- Adjust Lead Scores
- Send Autoresponder Email
- Set Lead Stage
- Set Field Values
- Create Tasks
- Sync with D365
- Sync with Salesforce
- Create Salesforce Opportunity
- Create/Update Lead in IFS
- Create/Update Contact in IFS
- Create Case in IFS
- Create Tasks in IFS
- Sync with SugarCRM