WEBVTT

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Automate recurring lead work with "when X happens, do Y" rules: a
welcome email, a notification to you, or adding the lead to an

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email-marketing list.

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To add leads to a MailerLite, Brevo or Mailchimp list, connect that
account under "Connected accounts" first.

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Under "New Automation" give it a descriptive name, e.g. "Welcome email
to new leads".

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Choose when it runs (Trigger): "New Lead" or "Lead Status Change". For a
status change choose which status (e.g. Converted).

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Choose the action: Send Email to the Lead, Email Notification to me, or
Add to MailerLite Group / Brevo List / Mailchimp Audience.

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For email, write the subject and content. Use the variables {name},
{email} and {phone} to fill in the lead's details automatically.

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Click "Create Automation". It appears under "My Automations" as Active.

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From the list see how many times it ran and when it last ran, and
Pause/Activate or Delete it.

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Start with a simple welcome email: it answers the lead instantly, even
when you are not available.