Workflow automation with Zapier
Series of tutorials explaining how to set up automation workflows in NetHunt CRM via Zapier
8 articles
How to automatically change the Deals stageLearn how to use Zapier to automatically update the stage of your Deals.
Create tasks automatically upon your deal's stage changeFind out how to use Zapier to create a new task after the stage of your deal is changed.
How to link emails based on Subject lineLink emails to the relevant records in your NetHunt CRM based solely on their Subject line.
Send triggered emails with NetHunt after changing the field valueLearn how to use Zapier to automatically send email after a field is updated.
How to set up follow-up emails to your LeadsUse Time since field update field to set up follow-up emails
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
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
Troubleshooting your ZapsMapping Related records when setting up your Zapier automations.