Engagement & automation
The Engagement area is where you set up rules that contact leads automatically — so the right message goes out at the right time.
This guide is expanding — overview for now.
Rule types
- Outbound rules — trigger outreach when something happens (e.g. a new lead is created): send a message, wait, then send another, on a schedule you define.
- Inbound rules — automate responses to incoming messages, including keyword matching and lead-assignment rules.
- Follow-up rules — build reminder and escalation sequences so leads don't go cold.
Send now
A one-shot composer to reach a chosen set of leads immediately — select the audience, compose with personalization, preview, and send.
How it works
Define a trigger and conditions, choose the action(s) and message template, then activate. You can test rules on sample leads and monitor execution in the activity logs.