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Plays

How to set up plays

Written by John DiLoreto

Plays allow you to automate actions for your website visitor data.

Here are some examples of Plays:

  • Qualify your Contacts, then add as a Contact record in Hubspot.

  • Check to see if an Account already exists in your CRM; if not, then find the CEO of the company and add as a Lead in Salesforce.

  • Pass all Contacts to a webhook to Make.com or Zapier to pass to Klayvio.

To setup a play, click on Plays on the left hand navigation panel.

Click Create Play.

Follow the step-by-step wizard.

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