Now that you’ve connected your sender profiles and uploaded your first leads, it’s time to create your first automation. Automations are the heart of GetSales, and they’re incredibly powerful. Although today we’re covering the basics, you’ll 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, it’s 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:
Add 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.
CRM Integration:
You can send leads from your CRM directly into an automation. Just choose the leads you want to add and hit “Send to Automation.” They’ll be processed and added to your campaign.
Auto-Filter:
Set 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 you’ve 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, it’s 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 won’t be reassigned to the new profiles - you’ll need to add new leads for that.
Finally, as leads move through the automation, they’ll be assigned statuses like waiting enrichment, in progress, or cancelled depending on the actions being taken. For example, if a lead’s LinkedIn link is broken, it may receive a “failed” status. Understanding these statuses ensures that you can monitor and manage your automations effectively.