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LeadCenter.AI allows you to set up automated emails and SMSs, which can be sent immediately when a lead has arrived or a lead is updated, for example: if a lead phone number or name is updated. Once these automated actions for sending emails and SMS are configured, automatically generated emails will be sent for lead creation and updating. You can also configure an automated action for closing a lead.

Creating AutoResponder Actions
To create an autoresponder (Email, SMS, Close Lead) action, do the following:

  1. On the LeadCenter.AI, go to Setup > Workflows > Autoresponder
  2. Click Create Action to configure the autoresponder Email/SMS
  3. In the Basic Information section enter the following details:
    • Choose Action: Select the action Send Email/Send SMS/Close Lead.
    • Name: Enter the name to identify this action.
    • Choose Event: Select the event Lead Created or Lead Updated
    • Condition: Enter a required condition For example (state==In progress). For reference see Test Condition.

      Setting Up Automated Actions Figure 40

  4. Enter the Action Details field information and click Save Changes
    • Email Action: Enter the email IDs for From, To, and CC fields and choose an Email Template.

      Setting Up Automated Actions Figure 41

    • SMS Action: Enter the Virtual Number and To fields and choose an SMS Template.

      Setting Up Automated Actions Figure 42

    • Close Lead Action: Select a Stage and enter a comment.

      Setting Up Automated Actions Figure 43

      A message will be displayed “Action has been created successfully.”
  5. Click the Enable button to enable the Send Email/Send SMS/Close Lead action.

    Setting Up Automated Actions Figure 44

Once it is enabled you can see the ENABLED status in the green tick mark.

Editing AutoResponder Action

To edit an autoresponder action, do the following;

  1. On the LeadCenter.AI, go to Setup > Workflows > Autoresponder
  2. Click the autoresponder(Lead Created or Lead Updated event) you want to modify

    Setting Up Automated Actions Figure 45

  3. Edit the information and click Save Changes to save your changes.

Disabling AutoResponder Action

If an autoresponder is disabled, it will not send any updates for Email/SMS creation.
To disable an autoresponder action, do the following;

  1. On the LeadCenter.AI, go to Setup > Workflows > Autoresponder
  2. Select the autoresponder and click Disable

    Setting Up Automated Actions Figure 46

    You have successfully Disabled the autoresponder Send Email/Send SMS/Close Lead action.
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