Automate with Custom Objects
- Navigate to Marketing | Automation | Automation Rules, and click + Add Automation Rule.
- From the Match Type dropdown, select Prospect custom object.
- Define the criteria that matches prospects to the custom object.Related matches any prospects that are related to any instances of the selected custom object via the selected relation field.Not related matches any prospects that aren’t related to any instances of the selected custom object via the selected relation field.Related with properties matches any related prospects with any properties you define.Note Only custom objects that have a direct relation to leads, contacts, or accounts inSalesforce are available for selection.
- Related matches any prospects that are related to any instances of the selected custom object via the selected relation field.
- Not related matches any prospects that aren’t related to any instances of the selected custom object via the selected relation field.
- Related with properties matches any related prospects with any properties you define.
- Add more rules and actions as needed.