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Add Note in Salesmate when Data Received in Feathery
Create Activity in Salesmate when Data Received in Feathery
Create Company in Salesmate when Data Received in Feathery
Search User in Salesmate when Data Received in Feathery
Create Contact in Salesmate when Data Received in Feathery
Create Deal in Salesmate when Data Received in Feathery
Update Activity in Salesmate when Data Received in Feathery
Update Company in Salesmate when Data Received in Feathery
Update Contact in Salesmate when Data Received in Feathery
Update Deal in Salesmate when Data Received in Feathery
Triggers when the end user submits any data through your form.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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