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Sales Task Automation ✎
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⚠ Alerts📊 Details◎ Set goal
ActionsSettingsGoalsChanges
👥 Enroll⚛ TestMore
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👤 Contact enrollment trigger
Enroll on new lead. Delay until any filter is met: clicked sales email, visited pricing, web session >200s, filled form, or downloaded content.
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⚙  1. If/then branchActions ▾
Branch on the action taken
Clicked sales email
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☑  Create taskActions ▾
Follow-up call
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📢  Notify ownerActions ▾
 
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Visited pricing
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✉  Send emailActions ▾
Pricing info
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📢  Notify ownerActions ▾
 
END
Web session >200s
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✉  Send emailActions ▾
Demo booking link
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📢  Notify ownerActions ▾
 
END
Filled out form
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✉  Send emailActions ▾
Demo booking link
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📢  Notify ownerActions ▾
 
END
Downloaded content
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✉  Send emailActions ▾
Content download
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📢  Notify ownerActions ▾
 
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Behavior-triggered task + email creation — Ethan's routing and task-automation pattern.