He set of goals also acts as a waiting step for contact. email list Stay in these wait steps until the field values in the pipeline stage change. That is, the sales team moves the transaction from one stage to another. When the custom field is updated, the corresponding goal gets the contact and moves through automationperform an update stage action to ensure that the activecampaign pipeline stage matches the corresponding pipeline stage field in salesforce. Why use goals instead of wait steps? Not all transactions are straight.
From time to time, contacts make a great first call and go straight to signing and signing a contract. In these situations, it is not desirable for contacts to email list get stuck in a wait step and wait for a stage that does not need to occur. 7hjqwg2hm automation button 7. Stage-based facebook audience flow stage-based facebook audience flow facebook custom audience (fca) serves as an important touch point in marketing planning for many companies. Make sure the contact is in the fca that corresponds to the current stage of the sales process. Note: we will use the activecampaign pipeline stage in stages, but you can also easily use the pipeline stage field created in the salesforce pipelinesync recipe.
Contacts enter this automation when they enter the email list specified activecampaign pipeline. Here's how this automation works:then the contact will be added to the first fca then the contact will stop at the goal until the conditions are met the goal of this automation is to address contacts reaching different stages of the pipeline. When a contact reaches a new stage, it will be raised to the corresponding goal, removed from the previous goal, and added to the appropriate fca. Use goals instead of wait steps for the same reasons you use them in salesforce pipeline sync automation. Prevents contacts from getting stuck in the wait step. Add actions and goals to this automation to match your sales pipeline. 7hjqwg2hm automation button 8. Welcome to salesforce subscription 47mknar