NetHunt CRM’s Automation feature, called Workflows, helps you automate repetitive tasks and boost the effectiveness of your business processes. Workflows allow you to set up automated actions that save time and ensure nothing falls through the cracks.
What You Can Automate:
Follow-ups: Automatically send follow-up emails after a specific period or based on deal activity.
Record Updates: Set rules to update records automatically when certain conditions are met, such as moving a deal to a different stage.
Task Creation: Automate task assignments when a deal progresses to a specific stage or after a certain interaction with a customer.
Email Campaigns: Send email campaigns automatically based on customer actions or scheduled times.
Invoice Generation & Sending: When a deal is marked as Won, NetHunt can auto-generate a PDF invoice using record data and send it to the client.
Webform Leads → CRM Records: When a lead submits a webform, a new contact is created in NetHunt automatically.
Slack/Google Chat Alerts: If a deal is Lost, NetHunt can instantly notify your team via Slack or Google Chat.
and much-much more!
How Workflows Work:
Workflows in NetHunt CRM are triggered by specific events, such as a new deal being created or a change in the status of a record. Once the trigger occurs, the workflow performs the defined actions, such as sending an email or updating a record.
Learn More About Automation:
For more details on setting up automation and using workflows, visit our collection of articles on Automation in NetHunt CRM.
Haven’t found the answers you’re looking for? Ask our Users Community.