Workflow automation with Zapier
Series of tutorials explaining how to set up automation workflows in NetHunt CRM via Zapier
6 articles
- 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 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.