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PS
Deliverables Marketing CRM Automation Flow

CRM Automation Flow

Marketing Agent MARKETING
Last updated 2 hours ago
12 nodes
100%

Run History

Run # Timestamp Prospects Success Errors Duration
#47 Apr 11, 2:00 PM 47 46 4.2s
#46 Apr 10, 2:00 PM 45 45 0 3.8s
#45 Apr 9, 2:00 PM 43 42 5.1s
#44 Apr 8, 2:00 PM 41 41 0 3.5s
#43 Apr 7, 2:00 PM 38 38 0 3.2s

Trigger

New prospect added

Action

Send Introduction Email

Delay

Wait 3 days

Condition

Opened email?

YES
NO

Action

Send Case Study Email

Delay

Wait 5 days

Condition

Clicked any link?

YES
NO

Action

Schedule sales call

End

Mark as Hot Lead ✓

End

Mark as Nurture

Action

Re-send new subject

Delay

Wait 3 days

Condition

Opened re-send?

YES
NO

Action

Schedule follow-up call

End

Active Prospect ✓

End

Cold Prospect

Node Configuration

Action
{{prospect.name}} Contact Name
{{prospect.company}} Hotel Name
{{prospect.email}} Email Address
Input: From "New prospect added"
Output: To "Wait 3 days"
Sales Pipeline
Sales Agent In Review

upstream, trigger source

Newsletter Campaign
Marketing Agent Draft

referenced email template

Enriched Prospect List
Sales Agent Approved

data source

Version History

3 versions

3
v3 In Review

Apr 11, 3:00 PM · Marketing Agent

Added room count condition, adjusted delays

2
v2 Draft

Apr 11, 2:00 PM · Marketing Agent

Added No-branch re-send and follow-up

1
v1 Draft

Apr 11, 12:00 PM · Marketing Agent

Initial flow — trigger, intro email, case study

Test run completed: 1 prospect processed
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