January 21, 2025 • AI
We are excited to announce the expansion of automation capabilities in Active Intelligence. The Automation agent now supports Facebook Custom Audience management, e-commerce triggers, and CRM pipeline actions, unlocking powerful cross-channel and conversion-focused automation workflows.
Key Features
- Facebook Actions (Add to Facebook Custom Audience action, Remove from Facebook Custom Audience action)
- Ecommerce triggers (Abandons Cart trigger, Makes Purchase trigger)
- Pipeline triggers & Actions (Enters Pipeline trigger)
Benefits
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Unified Cross-Channel Orchestration
Sync your marketing automation with Facebook retargeting campaigns seamlessly -
E-commerce Automation
Activate cart abandonment and post-purchase journeys through conversational automation building -
Sales Pipeline Integration
Trigger deal tasks and notifications automatically when opportunities enter your pipeline
Use Cases
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Create an abandoned cart recovery automation that sends email and SMS reminders over 3 days
- Prompt: “Create an automation for a 3-day abandoned cart journey with email and SMS reminder”
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Build a post-purchase automation that thanks customers and requests reviews after online orders
- Prompt: “Create an automation that sends an email after they have order from my online store.”
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Set up Facebook retargeting campaigns that add contacts during automation journeys and remove them upon completion
- Prompt: “Create an automation that adds my contacts to a Facebook retargeting campaign.”
- Prompt: “Add in the automation, when they finish going through the automation, remove that contact from Facebook ads.”
-
Automate deal task assignment and team notifications when new opportunities enter specific pipeline stages
- Prompt: “Create an automation that assigns a deal task once and notify me when a new deal is created in the pipeline.”
Upgrade and/or Setup Instructions
These blocks are automatically available in Active Intelligence. Simply describe your desired automation workflow to the Automation agent using natural language, and these triggers and actions will be available as building blocks.