Workflow automation with Zapier

Series of tutorials explaining how to set up automation workflows in NetHunt CRM via Zapier.

9 articles in this collection
Written by Anastasia

Send triggered emails with NetHunt

Set up automatic emails to your clients triggered by any actions in the CRM

Written by Anastasia
Updated this week

How to automatically change the Deals stage

Learn how to use Zapier to automatically update the stage of your Deals.

Written by Anastasia
Updated over a week ago

How to connect a Google form to NetHunt

Automatically add data from your Google forms to NetHunt with Zapier.

Written by Anastasia
Updated over a week ago

Create tasks automatically upon your deal's stage change

Find out how to use Zapier to create a new task after the stage of your deal is changed.

Written by Anastasia
Updated over a week ago

How to link emails based on Subject line

Link emails to the relevant records in your NetHunt CRM based solely on their Subject line.

Written by Anastasia
Updated over a week ago

Send triggered emails with NetHunt after changing the field value

Learn how to use Zapier to automatically send email after a field is updated.

Written by Anastasia
Updated over a week ago

How to set up follow-up emails to your Leads

Use Time since field update field to set up follow-up emails

Written by Anastasia
Updated over a week ago

How to back-up your data into the spreadsheet (1 zap)

You can set up a zap to constantly export/update the data from NetHunt

Written by Anastasia
Updated over a week ago

How to back-up your data into the spreadsheet (2 zaps)

You can set up a zap to constantly export/update the data from NetHunt

Written by Anastasia
Updated over a week ago