Templates

Marketing Automation for Operational

Operational journeys help you solve problems and reduce repetitive tasks.

Notify your team when a customer is at risk of churn

If a customer requests to cancel their account, keep your team updated to follow up as soon as possible.

Lead Scoring Daily Website Visits

This Lead Scoring Daily Website Visits journey is a simple yet effective way to determine how engaged a contact is with your website or app, allowing you to quickly identify contacts that are more active.

Immediately notify your team of every sales opportunity

Keep your team in the loop as soon as anew enquiry is submitted.

Managing Marketing Qualified Leads

Chargify’s sophisticated customer journey puts everything together, and enables marketing teams to qualify and nurture leads to ensure that viable prospects are provided to the sales team.

Evenly assign Pipedrive leads to a sales team using round robin lead assignment

Share new Pipedrive leads evenly among your sales team using round robin assignment.

Attributing first lead source via UTMs

Capture first lead sources by channel using UTMs.

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