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Build a CRM Automation For Your Teams

When you create your team through the AccessAlly Offerings wizard, tags for the team leader and team members are automatically created. You can use these tags to trigger an automation(s) in your CRM.

This is optional.

Set Up Team Leader Automation in your CRM

When you initially created your team using the AccessAlly Offerings wizard, the team leader tags were created.

To see what they are, go to: AccessAlly > Offerings > Choose the team you’re working on > Choose Permissions > Find the team leader tag.
screenshot from AccessAlly showing where to find the team leader tags

Use the team leader tag to trigger your team leader automation in your CRM.

Infusionsoft/Keap - Example Campaign

Ontraport - Example Campaign

ConvertKit - Example Automation

ActiveCampaign - Example Automation

Drip - Example Workflow

Set Up Team Member Automation in your CRM

When you initially created your team using the AccessAlly Offerings wizard, the team member tags were created.

To see what they are, go to: AccessAlly > Offerings > Choose the team you’re working on > Choose Permissions > Find the team member tag.

Screenshot from AccessAlly showing where to find permission tags for a team setup

Use the team member tag to trigger an automation in your CRM. A lot of people choose to send a ‘welcome to the team’ email that includes login details.

Infusionsoft/Keap - Example Campaign

Ontraport - Example Campaign

ConvertKit - Example Automation

ActiveCampaign - Example Automation

Drip - Example Workflow

Updated on April 15, 2021

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