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Marketing Automations

Reach your customers faster

Automate tags, audiences and emails based on lead activity or specific page views.

Respond to real website intent—automatically.

When someone visits your pricing page, feature pages, or other high-value content, that behavior is a strong signal. Marketing automations let you react instantly to actual page visits—not just email clicks—so sales and marketing can follow up with better timing and context.

Trigger new leads automatically

When a known visitor reaches a key page, create a new lead and work them through the right pipeline, assign an owner, and apply lead tags—so sales can act immediately.

Add a new contact to an audience

Automatically place engaged contacts into the right audience the moment they view a specific page, so future messaging stays relevant without manual list management.

Automate a marketing email sequence based on interest

Enroll contacts in a drip sequence when they show intent—like checking out a feature page or returning to pricing—so your follow-up matches what they’re exploring.

Add tags for greater segmentation

Tag contacts based on the pages they visit to sharpen targeting, personalize outreach, and build cleaner segments for future campaigns.

Notify your team when a contact engages with key information

Send real-time notifications when a known contact lands on an important page. Notify a specific teammate, the contact’s assignee, or the related lead owner so follow-up happens while interest is fresh.

Bring website behavior into your timeline

Important page visits automatically appear on a person or lead’s timeline, showing what they viewed, when they visited, and how long they stayed. This makes follow-ups feel natural, informed, and genuinely helpful.

Manage everything at a glance

View all your automated pages in a single list to see what’s active, what’s performing, and when automations last ran. Quickly enable or pause automations without losing your setup—perfect for testing, iterating, or adjusting campaigns on the fly.

See Nutshell in action. No credit card required

Marketing Automation FAQs

  • 1. What plans include Marketing automations?

    Marketing automations are available on Nutshell Marketing Pro and higher plans.

  • 2. What counts as an identified visitor?

    A visitor is identified when they submit a form on your website or click a link from an email sent through Nutshell. Once identified, their future page visits can trigger automations across your site.

  • 3. Do I need to install anything on my website?

    Yes. Marketing automations require the Nutshell tracking snippet to be installed on your site so visits can be matched to the correct person or lead. The Nutshell Support Team can help install the Nutshell tracking snippet for customers.

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