Add Note in Salesmate when New Employee in HR Partner
Create Activity in Salesmate when New Employee in HR Partner
Create Company in Salesmate when New Employee in HR Partner
Search User in Salesmate when New Employee in HR Partner
Create Contact in Salesmate when New Employee in HR Partner
Create Deal in Salesmate when New Employee in HR Partner
Update Activity in Salesmate when New Employee in HR Partner
Update Company in Salesmate when New Employee in HR Partner
Update Contact in Salesmate when New Employee in HR Partner
Update Deal in Salesmate when New Employee in HR Partner
Triggers when a new employee is created
Triggers when a new reminder is create
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.
Learn MoreHR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
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