Which automation tool would you use to assign prospects to a user group based on specific criteria?

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The tool that would be used to assign prospects to a user group based on specific criteria is the automation rule. This feature allows users to set up conditions under which specific actions are automatically executed when a prospect meets those criteria. For example, when a prospect fills out a form or changes their status, the automation rule can be triggered to assign them to a particular user group, ensuring that the right prospects are managed by the appropriate team members without the need for manual intervention.

In contrast, while segmentation rules are useful for grouping prospects for reporting and analysis, they do not facilitate automated actions like assigning user groups. Dynamic lists automatically update based on set criteria, but they do not directly handle assignment tasks. Completion actions are triggered by specific user interactions and can execute actions like sending emails or changing fields, but they do not specifically assign prospects to user groups based on criteria. Thus, automation rules are the most suitable tool for this scenario.

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