Actions are what enable Engagio to work for you and are a really efficient way of automating things that are typically manual and time consuming. 

Below is a list of all of the actions we currently support through automations:

Different actions are available for an Account Based Automation versus a Person Based Automation. The actions that are available for a Person based Automation are:

  • Add to Marketo Campaign
  • Add to Outreach Sequence
  • Remove from Outreach Sequence (coming soon)
  • Add to Salesloft Cadence
  • Remove Salesloft Cadence (coming soon)
  • Change Account Data
  • Change Person Data
  • Add to Salesforce Campaign
  • Change Salesforce Campaign status (coming soon)
  • Remove from Salesforce Campaign (coming soon)
  • Create Salesforce Task

The actions that are available for an Account Based Automation are:

  • Change Account Data 
  • Create Salesforce Task
  • Add to List
  • Remove from List