Now that youâve connected your sender profiles and uploaded your first leads, itâs time to create your first automation. Automations are the heart of GetSales, and theyâre incredibly powerful. Although today weâre covering the basics, youâll find that as you get more comfortable with the system, you can create much more sophisticated automations to suit your needs.
Before we dive in, itâs worth noting that GetSales provides pre-built templates to get you started quickly. However, building automations from scratch is a great way to familiarize yourself with how the system works, and it will make future adjustments easier.
When building an automation, there are two key steps: adding leads and setting up the automation itself. You can add leads in several ways:
Manual Addition:
âAdd leads directly to the automation by selecting contacts already in your CRM. Apply filters to group them as needed. You can continue adding more leads to the automation at any time.
âCRM Integration:
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You can send leads from your CRM directly into an automation. Just choose the leads you want to add and hit âSend to Automation.â Theyâll be processed and added to your campaign.
âAuto-Filter:
âSet up an auto-filter for leads from a specific list, such as those from Sales Navigator or manually saved LinkedIn leads. The filter automatically adds new leads that match the criteria youâve set.
You can also set limits on how many leads can be in an automation or how many people from the same company can be contacted at once, preventing overloading contacts from the same organization on the same day. You can even set different segments for different lists of leads or sender profiles, ensuring that the right leads are matched with the right profiles.
When adding sender profiles, itâs important to connect all the profiles you plan to use before starting the automation, as the system randomly distributes leads across the available profiles. If you add more sender profiles later, the existing leads wonât be reassigned to the new profilesâyouâll need to add new leads for that.
Finally, as leads move through the automation, theyâll be assigned statuses like waiting enrichment, in progress, or cancelled depending on the actions being taken. For example, if a leadâs LinkedIn link is broken, it may receive a âfailedâ status. Understanding these statuses ensures that you can monitor and manage your automations effectively.