Templates

Marketing Automation for B2B Marketing

Marketing automation templates for B2B marketing and B2B marketers.

Capture leads from a form and send a follow up email

Follow up news leads after they submit a form on your website.

Track website and email engagement

Timestamp key website and email activities to understand how engaged your contacts are.

Send a gated piece of content

Capture a gated content form, send new leads the content to download and assign the leads.

Follow up new leads from a Typeform

Follow up new leads from a Typeform and find more similar leads using Facebook Ads.

Simple 30 day trial nurture

Activate and convert leads into customers during a 30 day SaaS trial.

Reach out to hot leads who visit your pricing page

When a prospect visits your pricing page more than once, automatically send them a sales outreach.

Assign LiveChat leads to sales

Make your live chat team more productive by using tags to start journeys.

Send an email newsletter

Send an email newsletter to a list and follow up people who don't open after the first send.

Send an email AB split test

Stop guessing and instead find out exactly what boosts engagement with your emails by running an AB split test.

Follow up with leads after a trade show or event

Stay top-of-mind with new leads after a trade show or event, and encourage them to book a call with your sales team.

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