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Create a Snapshot Report

Create a Snapshot Report generates a Snapshot Report for the account or company in scope. Snapshots assess a business's online presence across categories like listings, reviews, social, and SEO. Use this action to automatically generate reports for new leads or after key milestones.

How it works​

  1. The automation reaches the Create a Snapshot Report step with an account or company in scope
  2. The step initiates a Snapshot Report
  3. Web scraping begins to gather data for the report
  4. The automation continues to the next step
warning

Snapshot Reports typically start with F ratings because web scraping takes time to complete. Add a Delay step before using Snapshot data in downstream steps to ensure accurate ratings are available.

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Create a Snapshot Report
  3. Configure the Snapshot settings as prompted

Outputs​

This action produces no outputs available to downstream steps.