When you need to automate a process in your CRM, you need to create a workflow.

Workflows consist of: triggers and actions. Easy.

To learn about triggers, follow this guide.

An action is the event that follows the trigger after it was started.

Here are available actions:

  1. Send an email. When you, for example, want to send an email right after a record has been added to your CRM, you need to add this action. Here is a possible use case you can consider - to send out drip campaigns to your leads.

  2. Send a Slack message. If you are using Slack you can set it up so you can get notifications on a Slack channel instantly.
    Here is the guide on how to set it up.

  3. Send a Google Chat message. Similar to Slack, Google chats are another way to notify your team on a certain change in your system.

  4. Create a new record. When, let's say, you connect your webform to NetHunt (see triggers), you will need to create a new lead in your folder. This action will be a step two in your workflow and here is the guide to set it up.

  5. Update a record. Let us say you want to update the Probability field in your Deal once you update its Stage. Here is a detailed guide on this possible workflow.

  6. Create a Task. One of the most popular actions. If you want to create tasks assigned to you or your team based on any trigger, you can use this action and here is a detailed guide.

If you have questions or trouble setting up this automation in NetHunt CRM, email us at support@nethunt.com or schedule an assistance call — we'll be happy to help!

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