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GoSquared

Marketing Automation

Update or create profiles in GoSquared when new user groups are entered in GoSquared

This workflow commences when a user enters a Smart Group in the GoSquared app, leading to the creation or update of a profile within the same app. This automation helps keep your GoSquared profiles up-to-date and efficient, ensuring that changes in group memberships are promptly reflected in the corresponding profiles without any manual work required. Easily stay organized and keep all your vital user data synchronized with this streamlined process.

This workflow commences when a user enters a Smart Group in the GoSquared app, leading to the creation or update of a profile within the same app. This automation helps keep your GoSquared profiles up-to-date and efficient, ensuring that changes in group memberships are promptly reflected in the corresponding profiles without any manual work required. Easily stay organized and keep all your vital user data synchronized with this streamlined process.

  1. When this happens...
    GoSquaredGoSquared
    User Entered Smart Group

    Triggers when a user enters a specific Smart Group.

    TriggerInstant
  2. automatically do this!
    GoSquaredGoSquared
    Create or Update Profile

    Create a new profile or update an existing one in People CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Unverified Leads?

    • Delay (In Seconds)Required

    Trigger
    Instant
    Try It
    • Include Unverified Leads?

    • Smart GroupRequired

    Trigger
    Instant
    Try It
    • Visitor ThresholdRequired

    Trigger
    Instant
    Try It
    • Person EmailRequired

    • First Name

    • Last Name

    • Created at Time

    • Company Name

    • Company Position

    • Company Industry

    • Company Size

    • Status

    • Username

    • Phone Number

    • Profile Picture URL

    • Id

    • Custom Properties

    Action
    Write
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About GoSquared

GoSquared is a customer analytics platform that brings together all your customer information in one place. GoSquared enables teams to easily search, discover and take action on their customer data, enabling them to acquire more customers, provide better support, and build a better product.
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Related categories

  • Marketing Automation

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