Cadence Enhancement for Inbox Users
Table of Contents
What does this mean ?
- Users will now be able to :
Create a cadence and define the next cadence step based on values of Task fields.
For example, if you’re creating a task to call a prospect, however no calls were made, then you now have the option to schedule a follow-up email to go out to the prospects you have not made contact with.
When the cadence is scheduled, the task will be assigned in Salesforce.
* note: If you schedule a cadence on behalf of others using the Send From feature, the task will still be assigned to you.
The next step of the cadence won’t be triggered until the task status is changed to Closed (and the wait time is due).
* note: as we check the status of the task every hour, there might be an hour delay to trigger the next step.
The cadence will be stopped when:
• The task has its owner change
• The task has been deleted
• The task has not been closed in a month
What does it look like On Gmail?
What does it look like On Outlook?
For more information on Ebsta’s cadence feature, feel free to browse through our Knowledge Base that we have put together.
As always, we’d love your feedback, so share your thoughts with us and follow us on social media for the latest product news, videos, blogs and more!
Table of Contents
Share this article
Sign up for Insights
Learn from the brightest minds how to predictably and efficiently grow revenue.
Related Content
Why Only 1 in 5 Reps Hit Quota—And How Data-Driven Leaders Fix It | Dieter Heren
In this episode of Revenue Insights, host Adam Roberts sits down with Dieter Heren, Vice President of Sales at Popl, to unpack the evolving role of revenue operations in today’s AI-first sales environment. Drawing on his rare transition from RevOps to frontline sales leadership, Dieter brings a tactical yet strategic lens to building high-performing teams…
Why Traditional Pipeline Management Is Dead with Kyle Morden
In this episode of Revenue Insights, host Guy Rubin, CEO of Ebsta, sits down with Kyle Morden, Vice President of Sales at HiHello Inc., for a compelling discussion on pipeline management and the digital transformation of modern sales and the growing role of AI in revenue operations. With over two decades of sales leadership experience…
3 Keys to Avoiding Forecast Catastrophe in 2025
Forecasting isn’t just a numbers game, it’s a window into how well your sales engine is truly operating. And if you get it wrong, the consequences can range from embarrassment to a full-blown credibility crisis. We distill powerful insights from a recent webinar hosted by Adam Roberts, Sales Director at Ebsta, and Gerard McNamara, a…