Automation

This is a collection of articles that covers automating sales and marketing processes with Workflows

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33 articles in this collection
Written by NetHunt Team, Anastasia, Anna Zhmakina and 1 other

Update related records

Update other related records

Written by NetHunt Team
Updated over a week ago

CRM Automation: beta testing instructions

Detailed guide on setting up and using beta version of NetHunt's CRM automation feature.

Written by NetHunt Team
Updated over a week ago

General information on Workflows

What is Workflows in NetHunt CRM

Find our what is Workflows feature in NetHunt and how to use it to automate your processes

Written by NetHunt Team
Updated over a week ago

Actions in workflows

What are the actions in NetHunt workflows

Written by Anastasia
Updated over a week ago

Triggers in automation

What are the triggers in NetHunt workflows

Written by Anastasia
Updated over a week ago

What are Helpers in automation

What are the helpers in NetHunt workflows

Written by Anastasia
Updated over a week ago

How to use filters in the workflow automation

Learn how to filter your records as you include them into your workflow

Written by NetHunt Team
Updated over a week ago

Using the wait for date helper

Lear how to introduce pauses and breaks with this helper to your workflow

Written by NetHunt Team
Updated over a week ago

Finishing your workflow properly

Set up the stop workflow action when the workflow is branched

Written by NetHunt Team
Updated over a week ago

Workflows limitations

Everything you need to know about actions and workflow templates limitations in NetHunt CRM

Written by NetHunt Team
Updated over a week ago

How to get your webhook URL

Get a webhook URL and connect your CRM with other apps

Written by NetHunt Team
Updated over a week ago

Duplicate prevention in workflows

Prevent duplicate creation from webforms

Written by Anastasia
Updated over a week ago

Automatically capture leads

Webhooks: How to send your website leads straight to NetHunt CRM

Learn how to use webhooks with your web forms to capture webform leads and pop them in your CRM.

Written by NetHunt Team
Updated over a week ago

Webforms: How to send your website leads straight to NetHunt CRM

Learn how to use NetHunt webforms to capture leads on your website

Written by NetHunt Team
Updated over a week ago

Working with webforms

How to place a custom webform to your website

Learn how to place a form on your website

Written by NetHunt Team
Updated over a week ago

How to connect your Wufoo to your NetHunt CRM

Use Wufoo to collect information from your contacts and save it in your CRM

Written by NetHunt Team
Updated over a week ago

How to connect your GravityForms to your NetHunt CRM

Use GravityForm to collect information from your contacts and save it in your CRM

Written by NetHunt Team
Updated over a week ago

How to connect your JotForm to your NetHunt CRM

Use JotForm to collect information from your contacts and save it in your CRM

Written by NetHunt Team
Updated over a week ago

How to connect your Paperform to your NetHunt CRM

Use Paperform to collect information from your contacts and save it in your CRM

Written by NetHunt Team
Updated over a week ago

How to connect your Typeforms to your NetHunt CRM

Use Typeforms to collect information from your contacts and save it in your CRM

Written by NetHunt Team
Updated over a week ago

Send automated email sequences

How to nurture new leads with automated email sequences

Discover how to set drip campaigns for the new leads

Written by NetHunt Team
Updated over a week ago

Email statistics in the workflow

Here we show you how to read the statistics from your email sequences

Written by NetHunt Team
Updated over a week ago

Email Delivery Settings in Workflows

Choosing the option of how your workflow emails will be sent (Gmail/NetHunt SMTP)

Written by Anna Zhmakina
Updated over a week ago

Send emails to related records in workflows

What to do if your triggers and actions need to be performed in different folders

Written by Anna Zhmakina
Updated over a week ago

Send automated email sequences to Contacts when their Stage changes

Learn how to send out automated email campaigns to your leads whose Stage is changed in NetHunt

Written by Anastasia
Updated over a week ago

How NetHunt "ignores" auto-replies and bounces in workflows

Making sure the auto-replies and bounces do not influence your campaign's effectiveness

Written by Anna Zhmakina
Updated over a week ago

Get automated alerts

How to send automatic notifications to Slack when a deal is Won

Update your co-workers on the Won deals in Slack

Written by Anastasia
Updated over a week ago

Connecting NetHunt CRM and Google Chat

Send Google chat messages as events happen in your CRM

Written by NetHunt Team
Updated over a week ago

How to send automatic email notifications to your team

Learn how to send email notifications to your team

Written by Anastasia
Updated over a week ago

Automatically update CRM records

How to assign already existing records by round-robin algorithm

Assign existing records in the workflows by round-robin

Written by Juliya Muzychka
Updated over a week ago

Move a lead to another Stage based on their response

Learn how to change Lead's Stage depending on their response to your drip campaign.

Written by NetHunt Team
Updated over a week ago

How to assign records and tasks by round-robin algorithm

Assign new records/tasks created by workflows by round-robin

Written by Anastasia
Updated over a week ago

How to automatically update CRM records

Find out how to run field dependency update in NetHunt

Written by NetHunt Team
Updated over a week ago