Update Activity in Salesmate when New Event in Savvycal
Update Deal in Salesmate when New Event in Savvycal
Search Contact in Salesmate when New Event in Savvycal
Search User in Salesmate when Rescheduled Event in Savvycal
Search Activity through Salesmate when Rescheduled Event in Savvycal
Search Company in Salesmate when Rescheduled Event in Savvycal
Search Contact in Salesmate when Rescheduled Event in Savvycal
Search Activity through Salesmate when Event Canceled in Savvycal
Update Activity in Salesmate when Rescheduled Event in Savvycal
Update Deal in Salesmate when Event Canceled in Savvycal
Trigger when new event is created
Trigger when an event is canceled
Trigger when an event is rescheduled.
Get existing account user details
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.
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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.
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
Learn MoreSalesmate 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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