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What is Automation?

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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.

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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