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    Home  >   FAQs   >  What is Automation?
    FAQs in this section
    What is Vtiger Social's Twitter? How is Twitter with Vtiger Social? Who can access the Social module settings? What can you do on Vtiger Social’s Twitter? How to Use Twitter on Social? How to Authorize your Twitter account in the Social module? What are Vtiger Social Twitter’s sections? What is the My Tweets section? How to Post a Tweet? How to Reply to a Tweet? How to Retweet a Tweet? How to Quote Tweet (Share a Tweet)? How to Like a Tweet? How to View a  User’s Profile on Twitter? How to View the Number of Retweets and Likes? What are Actions? How to Add a Contact Using Actions? How to Select a Contact Using Actions? How to Add a Lead Using Actions? How to Select a Lead Using Actions? How to Add a Deal Using Actions? How to Add a Case Using Actions? How to View Contacts, Leads, Deals, and Cases Using Actions? How to Delete a Tweet Using Actions? What is Mentions on Twitter? How to Reply on a Mention? How to Retweet a Mention? How to Quote Tweet a Mention? How to Like a Mention? What are Actions on Mentions? What is Scheduled on Twitter? How to Reschedule a Scheduled Tweet? How to Delete a Scheduled Tweet? How is the user’s name displayed? What is Search Streams? What is Simultaneously Adding Channels on Search Streams? What is Manage Accounts on Twitter? How to Add an Account? How to add multiple Twitter accounts on Twitter? How to Disconnect an account? How to Remove an account? What is Social Inbox?

    What is Automation?

    Table of Contents

    With automation rules, you can automatically create contact, lead, and case records in the CRM. You can trigger the creation of records when a user leaves a reply on your Twitter page.

    How?
    For instance, if you receive a reply that says, “How do I buy this product?”, you can assume this to be a lead for your business and create a lead record for the user.
     
    Additionally, you can specify tags or keywords that must be present in the reply. For instance, the tag is “want to subscribe”, and a user Tweets a reply that matches the tag. You can assume them to be a lead and trigger the creation of a lead record. 
    Follow these steps to add a rule: 
    1. Log in to your CRM account.
    2. Click the Main Menu.
    3. Go to Essentials > Conversations.
    4. Select Social. You will be directed to the Social module.
    5. Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.
    6. Click Twitter under automation on the left-hand side.
    7. Click on +Add Rule.
    1. You will be directed to the Add automation window.


    Enter the following information:
    1. Name - Provide a title for the rule.
    2. Select trigger - Choose when the record must be created (on receiving a reply).
    3. Contains Keywords - Enter the keywords that must be present in the reply. 
    4. Choose action - Choose which record to create. 
    1. Click Save.

    With this, you have successfully set Automation settings to your Twitter account.


     

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