Browse Automations Re-Engage Lapsed Client Leads Use Herefish to create automated alerts and actions to re-engage client leads that have lapsed and need followup Why is this helpful? No one likes to be ghosted! This automation will help your business development team stay on top of new client lead records by creating automatic notifications and […]
Automation Category: Blueprint
Update Client Status
Browse Automations Automatically Update Client Status Use action and date triggers to automatically update a client record’s status as well as send notifications, tasks, and more Why is this helpful? Keep your database fresh and your followup fresher with automations built to make everyone’s life easier. The status field is an often underutilized segmentation opportunity, […]
Automate Cold Call Follow-up
Browse Automations Automate Cold Call Follow-up How to trigger an automated follow-up email after a cold call using Herefish and your CRM. Why is this helpful? Make life easier for your business development team with this automated cold call follow-up email. Simply create a dynamic follow-up email template along with an automation workflow to send […]