Allegrow

How to assign custom fields for Safety Net preventions in your sales engagement platform.

How to use Custom Fields (Salesloft users)

How to use Custom Fields (Outreach.io users)

How to use Custom Fields (Close CRM users)

How to set up automation inside of your Salesloft instance to either enter a new sequence or create a task.

How to utilise automation in Salesloft for custom fields

How to set up triggers inside of your Outreach.io instance to either enter a new sequence or create a task.

How to use triggers in Outreach.io for custom fields

How to use the Allegrow Admin to automate further sequence/cadence enrolment following prevention.

How to automate Safety Net Preventions

James Paul Pirie

Here you'll find everything you need for setting up custom fields and setting up automation for the Safety Net inside of your Sales Engagement Platform

Custom Fields & Automation

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