Skip to main content

Automated Actions: Rule-Based Dynamic Additions to Groups

Using the web version, I used a View to identify and filter contacts with the same job title. Then Select-All, add to Group. I found myself asking the question: "What about new people I add to my network or meet who have this job title?" It would be cool if we could create automation rules that examine new contacts and add them to a group if one exists. You may think this is covered by Views but it's not. I want a Group that contains titles of both CMO and Chief Marketing Officer, and maybe even more attributes. I can do this one time and it covers existing contacts but not new ones.

Status: Complete4 comments

Log in to comment and vote

Comments4

  • Matthew Silberman changed status to Complete
    •

    Feb 18, 2025

  • Kevin Sun

    •

    Feb 18, 2025

    Adam Boettiger it seems like most of the functionality here can be served by creating views, but you're referring having the option of automated actions -- will edit this post accordingly.

  • Kevin Sun changed status to Open
    •

    Feb 18, 2025

  • Matthew Silberman changed status to Under Review
    •

    Feb 8, 2025