3. Get Your Customers' Company Size

Know your customers' company size to better serve them.

1. Select the Scenario: Incoming Messages

2. Define the Conditions:

List is SF Bot EN 2 – Everyone who responds to the second message will be added to the list SF Bot EN 2

Contact Owner is Unknown

3. Set the Actions:

Send Message – Ask about company size

Add to List – SF Bot EN 3 (List 3)

Remove from List – SF Bot EN 2 (List 2)

Rule 1.4 - Thank your Customer and Get in Touch!

Scenario: Incoming Messages

Conditions:

List is SF Bot EN 3 – Everyone who responds to the third message will be added to the list SF Bot EN 3

Contact Owner is Unknown

Actions:

Send Message – Get in touch with them

Send Message – Call to action, book a demo with us (Add wait time if necessary)

Add to List – SF Bot EN 4 (Completed) (List 4)

Remove from List – SF Bot EN 3 (List 3)

Assign to Specific Staff – Assign the contact to a teammate so they can be in touch