Actions are the tasks that your workflow performs after triggers and logic. Campaign Builder includes the following:
Outgoing Webhook: Send data to another system, like a custom CRM or analytics tool.
Mailchimp: Sync contacts or trigger campaigns automatically.
Slack: Send notifications to Slack channels for real-time updates.
Klaviyo: Add contacts or trigger campaigns in your Klaviyo account.
Pipedrive: Add or update deals and contacts in your CRM.
Add to List: Automatically add someone to a Campaign Builder list for segmentation.
Send SMS: Send a text message to a contact.
Send Email: Send an email to a contact automatically.
Tips:
Combine multiple actions to automate complex processes.
Start with basic actions like “Send Email” or “Add to List” before integrating external tools.
Example:
When someone signs up via a form:
Send a welcome email.
Add them to your “New Leads” list.
Notify your Slack team.