The send2crm Send2CRM automation wizard offers a convenient graphical user interface for administrators to manage automatic actions when client requests are received.
...
Conditions determine when the automation should be applied. The wizard assists with adding all the different types of condition that send2crm Send2CRM supports.
See Automation Conditions or Example Conditions for more information.
...
Goals and Facets applied via Form submissions are returned to the send2crm Send2CRM client rather than being saved to Salesforce immediately, which allows them to be applied for both identified and anonymous Visitors. When identified the send2crm Send2CRM client will in turn send the values to Salesforce as part of the normal Visitor sync.
Platform Events are a flexible option for custom actions and retrieving custom data passed through session events from the send2crm Send2CRM client. See Automation Events for more details.