How to trigger a conversion in an automation

Available on the following plans:

  • Professional
  • Enterprise

You can trigger a conversion for a contact in an automation by using the "Convert" automation action. With this action, you can choose an existing conversion or create a new one.

The "Goals" automation action can also trigger a conversion in an automation. This conversion will occur for any contact in the automation who achieves the goal's conditions. With this option, you can choose an existing conversion, create a new conversion, or no conversion at all.

Goal actions with conversions will have a blue badge. This will appear on the right side of the goal action.

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