When you need to automate a process in your CRM, you need to create a workflow.
Workflows consist of: triggers and actions. Easy.
A trigger is an event within or outside (see 7 and 8) your Workspace: creation/update of records, fields, chats, calls, webforms that would start the workflow.
Here are available triggers:
Deal changes Stage. This trigger is mainly focused on your Deals folder. You might have another folder where you keep your opportunities/projects etc. To have this trigger on, you need to connect it to the folder in the Data types section:
So, let's say that you want to notify your team in Slack (check this guide for more details) every time you close WON a deal. You set it up like this, and this workflow will be triggered every time you change the deal stage into WON:New contact is added. Same as with the 1st option, this trigger is specific for the Contacts data type, meaning once you choose it, it will pop up with the Contacts folder already selected. Let's say you want to send a newly created client a Welcome email once you create their record in the CRM: manually, via import or through the web form submission. Check this guide for a possible use case.
New record is added. This trigger can be used in the same way as the one above, it reacts to a new record being created within one of the Folders that you choose in your Workspace.
Field value changes. If you want to start an email campaign to your clients right after you change their stage to Contacting and not when they are just added to the folder. Or you would like to notify the whole team that you just put the Deal into a Status Critical? This trigger is the one to choose. Here is a possible use case for you to check out.
New chat conversation. This trigger activates when a chat is created or reopened, automating actions such as creating records, sending emails, assigning tasks, and updating information—streamlining communication across multiple messengers.
More information in this guide.
New VoIP call. A New VoIP call trigger activates whenever a call is made or received through your integrated VoIP system, enabling you to automate follow-up actions such as updating CRM records, assigning tasks, or initiating other subsequent processes within your workflow. Please follow this guide for more details.
Webhook event occurs. If you have your custom webform already placed on your website and you want to bring them right into your website once they fill out the form, you can connect this form to Nethunt using this trigger. Here is a detailed guide.
Web form is submitted. NetHunt offers you to use our custom webforms to capture your leads and bring them to your NetHunt right away. Here is a detailed guide.
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