Add Note in Salesmate when New Document in Swiftype
Create Activity in Salesmate when New Document in Swiftype
Create Company in Salesmate when New Document in Swiftype
Search User in Salesmate when New Document in Swiftype
Create Contact in Salesmate when New Document in Swiftype
Create Deal in Salesmate when New Document in Swiftype
Update Activity in Salesmate when New Document in Swiftype
Update Company in Salesmate when New Document in Swiftype
Update Contact in Salesmate when New Document in Swiftype
Update Deal in Salesmate when New Document in Swiftype
Triggers when a new Documents is created.
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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