Actions Explained

Automation

Actions Explained

What Are Actions?

Actions are the tasks your automation performs automatically. After a trigger event occurs and conditions are met, Lead Fuel CRM executes your actions in sequence. Actions range from sending communications to managing contact data to integrating with external systems.

Communication Actions

• Send Email: Send a single email to the contact. Choose from templates or compose custom HTML emails. Perfect for immediate notifications or personalized messages.
• Send SMS: Send a text message to the contact's phone number. Ideal for time-sensitive messages and high-engagement follow-ups.
• Send WhatsApp: Send a message via WhatsApp for conversations on a platform many customers prefer.
• Send Webhook: Post contact data to an external URL, enabling integrations with third-party applications.

Contact Management Actions

• Add Tag: Apply a tag to the contact for categorization and triggering other automations.
• Remove Tag: Remove a tag to update contact status or prevent future automation triggers.
• Update Custom Field: Set or modify a custom field value to track contact-specific data.
• Change Contact Stage: Move the contact to a different pipeline stage in your CRM.
• Assign to User: Route the contact to a specific team member for follow-up.
• Unsubscribe Contact: Remove the contact from email and SMS communication (compliance action).

Workflow Control Actions

• Wait: Pause the automation for a specified duration (minutes, hours, days). Perfect for spacing out follow-ups.
• Conditional Branch: Evaluate conditions to send contacts down different automation paths.

Action Execution Rules

• Actions execute sequentially from top to bottom in your automation
• If an action fails, the automation pauses and you're notified in the activity log
• Wait actions don't block other automations—the contact can trigger multiple automations simultaneously
• Email and SMS actions consume credits from your subscription plan

Tip: Most automations use 3-5 core actions. Overly complex automations with many steps can be harder to debug and maintain.

Need more help? Contact Lead Fuel CRM support for personalized assistance.