Overview
Plays are automated workflows that act on companies and people. A trigger selects the records to work on, and connected actions define what happens next. For example, a play can find people at companies visiting your website, qualify those people, and enroll them in a sequence.
Choose a workflow
Use plays to coordinate repeatable work such as:- Outreach from intent signals: Find prospects at companies showing interest and enroll them in an appropriate sequence.
- Champion tracking: Follow up with former customers or contacts when they join a new company.
- List building: Find people at target accounts and enrich their records.
- Qualification: Use a research agent to answer questions about each record and decide which path it follows.