1CallClose™ - 3. Automation Set Up

VIDEO TUTORIAL

Overview

This article explains how to configure lead automations in Intellia after a 1CallClose™. When leads are tagged as closed, interested, or no-show, they are automatically enrolled in corresponding workflows like onboarding, nurturing, or follow-up. It highlights the importance of using correct tags, consistent naming, and testing each automation to ensure proper lead flow.

TIMESTAMP

00:00 - 00:33 | Navigate Automations

00:36 - 01:25 | How to Clone A Workflow

01:36 - 01:54 | How to Move the Workflow to Another Folder

01:57 - 02:41 | Unpublish the Template Workflow

05:11 - 06:45 | Modify All Email Actions

06:46 - 07:43 | How to Create your Own Email Template for your Workflow

07:44 - 09:07 | Connect Each Workflow To Different Action

STEP-BY-STEP TUTORIAL

Step 1 :  Navigate to the Automation > At the top of Workflow Dashboard.

Step 2 : Click the Create Folder > Label the folder with your funnel's name to make it easier to find later > Click Create.

How to Clone the Workflows

Step 1 : Click the Workflow you want to clone > Click the 3 little dot Icon

Step 2 :  Click the Duplicate Workflow > Then click Create.

Step 3 : Then if you want to move the Workflow to the Folder you create > Click the Move Folder >

Search for the newly created folder by typing it's name > Click Move.

How To Edit Emails For Each Workflow

Step 1 : Click the Workflow you want to Edit .

Step 2 : On the Workflow Editor Page > Click the Email Icon >An Editor Menu will pop up on your right.

Step 3 : Fill in the From Name and From Email Field.

Step 4 : Began to replace all the texts that is in the [square bracket] placeholder.

Step 5 : Once you've replaced all the placeholders, click Save Action.

Step 6 :Repeat the process for all the Emails in the Workflow.

Step 7 : Do not Forget to Click the Save Button.

Connect Each Workflow To Different Action

Step 1 : Scroll up to the top of the workflow editor.

Step 2 :  Click the Trigger Action >Choose the Opt-in form to connect with the workflow >

Type form name to search for it > Click the Save Trigger.

Step 3 : Click the Back To Workflows > Repeat All Steps for other workflows