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:
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.
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.
Send a Google Chat message. Similar to Slack, Google chats are another way to notify your team on a certain change in your system.
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.
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.
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 email@example.com or schedule an assistance call — we'll be happy to help!