May 1, 2024

How to Use for Marketing Automation logo

Marketing automation is an essential part of modern digital marketing, allowing businesses to deliver targeted messages, capture leads, and nurture client relationships efficiently. If you want to supercharge your marketing efforts, using (formerly Integromat) is a robust solution. Here’s how to get started:

1. Sign Up for a Account:
The first step is to sign up for an account on They offer various plans, including a free tier, so pick the one that suits your business needs. Once your account is set up, you can begin creating your automated workflows.

2. Familiarize Yourself with the Dashboard:’s dashboard is where all the magic happens. Take some time to explore the interface, locate where to create new scenarios, and understand how to manage your connections to other apps and services.

3. Connect Your Apps:
To take full advantage of automation, you’ll need to connect to the marketing tools you already use, like email service providers, CRM systems, or social media platforms. You can search for your tools in the 'Services' section and connect them by following the authentication process.

4. Create Your First Scenario:
A “scenario” is an automated workflow in To create one, click on the "Create a New Scenario" button. You’ll be presented with a visual builder where you can string together different modules representing actions taken within your connected apps. For example, you might start with a trigger like a new form submission and end with an action such as adding that lead to a CRM.

5. Define Triggers and Actions:
Within each scenario, define your triggers (the event that starts the workflow) and actions (the tasks you want to automate). supports a wide range of triggers and actions, so you can create complex sequences that match your marketing strategies.

6. Use Filters and Conditions:
Filters and conditions allow you to introduce logic into your scenarios. For instance, you might only want to send a follow-up email if a form submission contains a specific keyword. These layers of logic ensure that your automated tasks are as targeted and relevant as possible.

7. Test Your Scenario:
Before activating your scenario, test it to ensure it works as expected. provides a step-by-step execution log to help identify any areas where the workflow might not be functioning correctly.

8. Schedule and Monitor Your Scenarios:
Once you're satisfied with your scenario, you can set it to run on a schedule that fits your needs—be it instantly, hourly, daily, or any custom interval. Keep an eye on the performance through's logs, and be ready to tweak your scenario as needed.

9. Scale and Optimize:
As you become more comfortable with, scale your marketing automation efforts by adding more scenarios and fine-tuning existing ones. Keep analyzing the performance data to optimize your automated workflows and drive better results.

Through these steps, you can harness the power of to create sophisticated marketing automation processes that save time, improve efficiency, and deliver personalized experiences to your customers.