1.) Introduction

This article will demonstrate how to add a Stand Alone Automation in Prospect Rocket.

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2.) Adding A Stand Alone Automation

1.) Select Stand Alone as your Automation Type.

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2.) Type the Title of your automation and then hit Next.

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3.) You have two options:

  1. Opportunity Stage Moved - This means that the contact has reached a certain point inside of the pipeline.
  2. Added Tag - This lets you have an automation that fires once a certain tag is applied to a contact record.

Once you hit Save, this will take you to the Automations Page.

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4.) When you have an Added Tag, you just need to select the tag that is going to fire the automation. By selecting a tag, this means that the automation will fire once a tag is applied to a contact record.

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5.) You can also add different Automations if you need to.

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