Sherlock Actions are a powerful way to convert the engagement metrics and data generated in Sherlock into action in some of your favorite tools.
Each Sherlock Action consists of:
a specific trigger based on any Sherlock metrics or engagement with your product;
A destination for the data (one of the other tools in your stack); and
A specific action that you want to happen when the trigger criteria is met.
Each Action has a wide variety of trigger options:
Score changes: Create a trigger for any user or account's engagement score increases, decreases, or reaches a specific level.
New users: Create a trigger when any new user is created in your product.
Activation changes: Create a trigger whenever a user or account reaches a specific Activation Rate.
Entering a segment: Whenever any of your users or accounts enters any of your segments.
Custom alert: This trigger gives you maximum flexibility allowing you to create a trigger based on any of your events, traits, Sherlock metrics...or any combination.
Destinations and Actions
Each Action allows you to create a result in a specific Destination app. They include:
Create tasks or trigger Timeline events in Hubspot
Add tags to users and companies in Intercom
Send events or traits to Segment
Set up a Webhook destination to trigger actions in applications like Zapier