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Market to Your Customers with Account Engagement
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          Automation Rules

          Automation Rules

          Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them.

          Required Editions

          Available in: All Account Engagement Editions
          • Create an Automation Rule
            Create an automation rule to perform criteria-based actions on prospects.
          • Automation Rule Criteria
            Automation rules use criteria to filter matching prospects to apply actions to. The criteria are available in the first dropdown in the Rules section of your automation rule.
          • 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.
          • Automation Rule Examples
            Automation rules perform actions based on criteria. Here are some examples of common automation rule use cases.
           
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