| Set Contact Full name | CONTACT | low | — |
| Company LCS Set to Unqualified | CONTACT | low | — |
| Newsletter Subscribers Opt-in & Backup | CONTACT | medium | Marketing List Management |
| Remove marketing contact for spam | CONTACT | low | Marketing List Management |
| Closed Won -> Add Contact to Partner DB List | CONTACT | medium | — |
| Subscribe Partner DB to Newsletter | CONTACT | low | Marketing List Management |
| Maturity Model Drip | CONTACT | high | Content Download Nurture |
| Deal > SQL > Sheet | CONTACT | medium | Deal and Lead Qualification |
| Old Contacts - Set as no-marketing | CONTACT | low | Marketing List Management |
| KB Ebook - Email Drip 2023 | CONTACT | medium | Content Download Nurture |
| Careers Interested | CONTACT | medium | — |
| 2023-11 - CXT - Picto Theme Buyers - Email Drip | CONTACT | low | Content Download Nurture |
| 2023-12 - PHS - Won Deals Attribution - Email + Task | CONTACT | medium | Sales Activity Notifications |
| 2024-02 - PHS - CXOXO downloads - Email Drip | CONTACT | low | Content Download Nurture |
| Send a follow-up email after form submission | CONTACT | low | Generic Form Follow-up |
| Masterclass: Mastering Peak Season BFCM 2024 | CONTACT | low | — |
| Augmented AI Intake Form WF | CONTACT | high | Deal and Lead Qualification |
| Augmented AI - ebook download email | CONTACT | medium | Content Download Nurture |
| Augmented AI Email Drip Nov 2024 | CONTACT | low | Content Download Nurture |
| AI Implementation Guide Download Workflow | CONTACT | medium | Content Download Nurture |
| AI implementation worksheet download | CONTACT | low | Content Download Nurture |
| 2025 Survey AI Confirmation Email-Workflow | CONTACT | low | — |
| Send a follow-up email after form submission | CONTACT | low | Generic Form Follow-up |
| Send a follow-up email after form submission | CONTACT | low | Generic Form Follow-up |
| Send a follow-up email after form submission | CONTACT | low | Generic Form Follow-up |
| Send a follow-up email after form submission | CONTACT | low | Generic Form Follow-up |
| Send a follow-up email after form submission | CONTACT | low | Generic Form Follow-up |
| Add Contact to Subprocessors Subscribers List | CONTACT | low | Marketing List Management |
| LEAD FORM - GUIDE Agentic AI: a practical guide for CX leaders | CONTACT | low | Content Download Nurture |
| [RVSP Confirmation] December 2024: NYC Event | CONTACT | medium | Event Management |
| Send a follow-up email after form submission (Meister Case Study) | CONTACT | medium | Generic Form Follow-up |
| Add to clay list | CONTACT | high | Contact Data Enrichment |
| Add to clay list - cold | CONTACT | low | Contact Data Enrichment |
| Events | CONTACT | low | Event Management |
| Set proper original traffic source from RB2B | CONTACT | low | Contact Data Enrichment |
| Sends a Slack notification when a new meeting is booked, including details about the owner, company, meeting date, and source. | CONTACT | medium | Sales Activity Notifications |
| trustpilot - enrich contact | CONTACT | medium | Contact Data Enrichment |
| Inbound - Gong Call Updates to Slack | CONTACT | medium | Sales Activity Notifications |
| Outbound Sync - Sequence Replies to Slack + Email | CONTACT | medium | Sales Activity Notifications |
| Add to sequence (events) | CONTACT | medium | Sales Sequence Management |
| Add to sequence (events) - from CSM | CONTACT | low | Sales Sequence Management |
| Trevor Test - enrich and add to clay table | CONTACT | low | Contact Data Enrichment |
| Add to sequence (webinar) | CONTACT | low | Sales Sequence Management |
| Set first meeting booked date | CONTACT | medium | Deal and Lead Qualification |
| Admin_Unenroll from Sequence | CONTACT | medium | Sales Sequence Management |
| Admin_Unenroll on Call Outcome | CONTACT | high | Sales Sequence Management |
| Sends a slack notification when a BDR books a meeting | CONTACT | low | Sales Activity Notifications |
| Assign Crescendo Live NY call tasks | CONTACT | medium | Event Management |
| Admin_do not enroll in sequence | CONTACT | medium | Sales Sequence Management |
| Outbound - AE to BDR - Step 2 reassignment | CONTACT | medium | AE-BDR Lead Routing |
| Outbound - AE to BDR - Step 1 reassignment | CONTACT | medium | AE-BDR Lead Routing |
| ADMIN_ BDR call sequence | CONTACT | medium | Sales Sequence Management |
| HeyReach test | CONTACT | low | HeyReach Outbound Integration |
| Manual account research | CONTACT | low | Contact Data Enrichment |
| Correct Phone Number | CONTACT | low | Contact Data Enrichment |
| HeyReach Campaign - Outbound check | CONTACT | high | HeyReach Outbound Integration |
| HeyReach - Set BDR First, Last, HeyReach ID | CONTACT | medium | HeyReach Outbound Integration |
| ADMIN_add to re-enroll list | CONTACT | medium | Sales Sequence Management |
| Outbound - AE to BDR - Step 1 (re-renroll) | CONTACT | medium | AE-BDR Lead Routing |
| Outbound - AE to BDR - Step 1 (EMEA) | CONTACT | medium | AE-BDR Lead Routing |
| Outbound - AE to BDR - Step 2 (EMEA) | CONTACT | medium | AE-BDR Lead Routing |
| ADMIN Company Enrichment to Clay | CONTACT | low | Contact Data Enrichment |
| Admin_Booked Meeting via Phone_Remove from Instantly | CONTACT | low | HeyReach Outbound Integration |
| Outbound - AE to BDR - Step 1 (Event) | CONTACT | medium | AE-BDR Lead Routing |
| Outbound - AE to BDR - Step 2 (Event) | CONTACT | medium | AE-BDR Lead Routing |
| Event test | CONTACT | low | Event Management |
| ADMIN - Clear make hold value | CONTACT | low | — |
| Outbound - AE to BDR - Step 1 (Event Followup) | CONTACT | medium | AE-BDR Lead Routing |
| Outbound - AE to BDR - Step 2 (Event Followup) | CONTACT | medium | AE-BDR Lead Routing |
| AE Assignment - Outbound - Positive Signals | CONTACT | medium | Deal and Lead Qualification |
| AE Assignment - Outbound - Meeting Booked | CONTACT | medium | Deal and Lead Qualification |
| Inbound lead -> book meeting (cloned) | CONTACT | low | Deal and Lead Qualification |
| Outbound - AE to BDR - Step 1 (USA) (cloned) | CONTACT | low | AE-BDR Lead Routing |
| Inbound to Outbound - Email Sequence and BDR Assignment | CONTACT | medium | Sales Sequence Management |
| Admin_Inbound RB2B to Outbound Sequence (BDR) (cloned) | CONTACT | low | Sales Sequence Management |
| Admin_Unenroll on Call Outcome - DNC (cloned) | CONTACT | medium | — |
| Outbound - AE to BDR - Step 2 (Kiln) | CONTACT | low | AE-BDR Lead Routing |