Here are a few basic examples of how you can use automations to streamline your workflow and keep everyone in the loop about updates in the account.
Whenever a new person (contact or lead) is added to the account, create a task to follow up with the person:
When a recurring deal is won, automatically create a new deal and notify the deal owner:
When a user exports data from the account, notify the user's manager:
Notify Executive users in the account when a qualified deal over $2,500 is created:
If you have any questions about how to set up automations, contact us at firstname.lastname@example.org.