Automation and adaptive sequences

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Apr 2021 - -

Business value

Today, sellers are required to check the customer status and accordingly decide on the next task to perform, create a new email task, edit the email with the relevant information, send it to the customer and wait for a response. This process can be automated and will require explicit action from the seller when needed, so they are able to spend their spare time closing other business opportunities.

Feature details

Sequence automation: Execute activities automatically without requiring seller intervention, such as automatically sending emails when email activity is the next step in the sequence.

  • Adding email automation support.
  • Personalization email template to send from the seller account.

Sequence forks: Reactive sequences that can smartly pick the next step based on external or internal triggers.

Sequence listener:

  • Adding listener for email engagement: email open, email link click, attachment viewed, and sentiment.
  • Adding listener for phone or meeting conversation: sentiment, keyword, competitor, mentioned, and more.

Note

This feature is available in Unified Interface only.

This functionality might require a separate add-in license. Please see plan comparisons for more information.