Automation Rule Actions
Automation rules filter prospects by criteria and then apply an action to matching prospects. The actions are available in the first dropdown in the Actions section of your automation rule.
Required Editions
| Available in: All Account Engagement Editions |
| Action | Definition |
|---|---|
| Add prospect to list | Adds a prospect to a list. |
| Add prospect to Salesforce campaign | Tags a prospect with the Salesforce campaign of your choice. |
| Adjust Prospect Score | Adjusts a prospect’s score by a selected number or resets it to a specific number. |
| Adjust Prospect Score for Scoring Category | Adjusts a prospect’s score by a selected number for a scoring category. |
| Allow Deleted CRM Lead or Contact to Recreate from Account Engagement | Allows assigned prospects who were previously deleted in Salesforce to create a lead the next time they sync with the CRM. Typically, when a lead or contact is deleted in Salesforce, the corresponding prospect is flagged to never recreate a lead in the CRM. This action can also be used when a prospect has matched “Don’t Sync with CRM” via an automation rule. |
| Apply tags | Applies a tag to a prospect. |
| Assign prospect to queue | Assigns a prospect to the Salesforce queue. This action doesn’t reassign prospects. |
| Assign prospect to user | Assigns a prospect to a user. This action doesn’t reassign prospects. |
| Assign prospect to user in group | Assigns a prospect to a user in a group. This action doesn’t reassign prospects. |
| Assign prospect via Salesforce active assignment rule | Pushes a prospect to your Salesforce active assignment rule. The prospect syncs back down to Account Engagement after assignment in Salesforce. This action doesn’t reassign prospects. |
| Change profile criteria | Changes grading criteria for a profile. |
| Set prospect's source campaign | Changes the prospect’s Account Engagement campaign. |
| Change prospect custom field value | Changes a custom field value. |
| Change prospect default field value | Changes a default field value. |
| Change prospect profile | Changes a prospect’s profile when the requirements of the rule are fulfilled. |
| Clear prospect field value | Clears a field value. Unverify your Salesforce connector before using this action to clear field values, and clear the corresponding field in the CRM before reverifying the connector. |
| Create Salesforce task | Creates a Salesforce task for prospects. |
| Do Not Sync With CRM | Flags a prospect as Do Not Sync, preventing the prospect from syncing with your CRM. |
| Increment prospect field value | Adds to or subtracts from values for number fields. |
| Mark as reviewed | Marks a prospect as reviewed. Assigned prospects aren’t marked as reviewed. |
| Notify assigned user | Notifies the prospect’s assigned user when a prospect meets the criteria of the rule. |
| Notify user | Notifies a user when a prospect meets the criteria of the rule. |
| Remove prospect from list | Removes a prospect from a list. |
| Remove tags | Removes tags from a prospect. |
| Send prospect email | Sends a prospect an email. When multiple prospect records have the same email address, all prospects match the rule, but the rule’s action is applied to the first prospect the rule finds. The other prospect records show “Not Applied: Duplicate Email” in the Applied At column. |
Did this article solve your issue?
Let us know so we can improve!
