Build a play

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Overview

A play connects a trigger to actions that work on companies or people. Use the builder to arrange those actions, define branches, and publish the workflow. For a complete example, follow the create a play tutorial.

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Actions and triggers

A trigger defines when the play runs and which records it receives. Each connected action performs a task, such as researching a company or enrolling a person in a sequence. Here are a few of the triggers you can choose from:

• Record enters an Audience: Run a play once on every company or person that “enters” an audience. Audiences can be reused across multiple plays.
• Record matches criteria: Run a play once on every company or person that matches a set of filters. This trigger is similar to the audience trigger, but it doesn’t require you to create a separate audience. Useful when you don’t need to create a reusable audience.
• Manual: Only run a play when it is manually triggered. For example, you can send individual companies or people to a play, or you can send an entire audience.

Once the trigger is selected, you can start adding additional actions to the play. Each action performs a different task. Actions can be chained together or perform branching logic based on the results of the previous action. Here are some commonly used actions:

• Agent qualification: Use a research agent to answer qualifying questions about a company or person.
• Prospect for new People: Find new people at a company matching specific personas. You can specify a limit on the number of people to find.
• Sequence enrollment: Enroll a person in a sequence. You can route people to different mailboxes and sequences based on their persona.
• Write to Salesforce or HubSpot: Sync a company or person to Salesforce or HubSpot. This will create or update a record in your CRM.

You can find details about the full set of available triggers and actions in the reference sections below:

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Inputs and outputs

Each action receives an input and produces an output. Actions in the play builder have small colored symbols that represent what type of input and output they expect. Here’s what each symbol represents: Plays work by connecting each action’s output to a matching input on another action. This is how data flows through the play and how each action knows what to do.

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Connect actions

To connect two actions, click on the output symbol of the first action and drag the connection to the input symbol of the second action. When adding a new action to the play builder, you can drag it on top of another action to automatically connect them. Another shortcut for connecting actions is to move any action near to another action. Once the input and output symbols are close enough, they will automatically be connected. To delete a connection, click on the connection line and press the Backspace or Delete key.

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Save and publish

When you first create a play, it is automatically saved as a draft. You can leave and return later to finish building the play without losing your progress. Once you’re ready to start running the play, you can publish it. Published plays will run automatically based on the trigger you’ve selected. To publish a play, click Publish in the top right corner of the play builder. After publishing a play, you can still make changes to it. Any changes you make will be saved as a new draft. You can publish the new draft at any time by clicking Publish again. You can also discard the draft and revert to the last published version. If you want to temporarily stop a play from running, you can pause it by toggling the pause button to the left of the Publish button. Pausing a play will prevent it from running until you resume it.

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View logs

Once a play starts running, you can view the logs to see which companies and people the play has run on. In the top left corner of the play builder, click on Logs to see the full history of play executions. Within the logs view, you can see the status of each play execution, including in-progress, completed, and failed executions. You can click on any row of the logs table to see more details about that specific execution. The exact path this record took through the play is highlighted on the right side of the details view. You can see exactly which actions ran and what the results were at each step.

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View metrics

You can view metrics for each play to see how it’s performing over time. In the top left corner of the play builder, click on Metrics to see overview metrics and charts for the play and its actions. You can click on any action to see detailed information about how it’s performing. For example, clicking on an agent qualification action will let you measure how many records are being qualified over time and why. The action-specific metrics pages will also show you the records that have passed through that action and their results.