Once you've connected EasyLeadz with Orca, you can start pushing leads into your social selling sequences in Orca.
When setting up your virtual sales assistant in EasyLeadz under Segment you'll have three options:
- Send email
- Save to drafts
- Send to list
- Push to Orca
To push leads directly into Orca, select Push to Orca.
Two drop downs will appear, where you can select which user and campaign you want to pass leads to.
Note: Make sure you've created an EasyLeads campaign in Orca, otherwise when you try selecting a campaign, nothing will appear.
Once you've created this segment, EasyLeadz will source and push leads into Orca on auto-pilot.
Now that's sales automation the way it's meant to be done.