Automations
This is a collection of articles that covers automating sales and marketing processes with Workflows
70 articles
- Workflow section overviewIn this article, we will explain how to manage the workflow section
- CRM Automation: beta testing instructionsDetailed guide on setting up and using beta version of NetHunt's CRM automation feature.
- What is Workflows in NetHunt CRMFind out what is Workflows feature in NetHunt and how to use it to automate your processes
- Triggers in automationWhat are the triggers in NetHunt workflows
- Actions in workflowsWhat are the actions in NetHunt workflows
- What are Helpers in automationWhat are the helpers in NetHunt workflows?
- Wait for task completion helperIn this article we'll explain you how "Wait for task completion" helper works in automation
- Finishing your workflow properlySet up the stop workflow action when the workflow is branched
- Workflow SettingsHow to customize your workflows
- Automatic task creationIn this article, we will briefly explain how you can automate task creation
- Create PDF actionIn this article we will explain you how to create PDFs in workflows
- How to make an API call to the Telegram channelIn this article, we will show you how to create and transfer data from NetHunt to Telegram
- Workflows: Make API call actionIn this guide, we explain how to use API call action using Telegram bot as an example
- How to use filters in the workflow automationLearn how to filter your records as you include them into your workflow
- How to link newly created records to other records in the same WorkflowIn this article, you will learn how to link together the records in the same Workflow
- Using the wait for date helperLear how to introduce pauses and breaks with this helper to your workflow
- Workflows limitationsEverything you need to know about actions and workflow templates limitations in NetHunt CRM
- How to get your webhook URLGet a webhook URL and connect your CRM with other apps
- Workflow RetriesHow to retry failed runs in your automation
- Duplicate prevention in workflowsPrevent duplicate creation from webforms
- Macros in the inserted linkHow to use macros as an inserted link in Workflow emails
- Wait for the email interaction: "Email bounced" helperIn this article, you'll discover how the email interaction: email bounced helper functions in automation and how you can use it to track bounces effectively
- Chats process automationIn this article, we'll talk about a trigger and a new helper for automating the Chats section.
- VoIP call automationIn this article, we'll talk about the “new VoIP call” trigger and show you how to automate your call handling.
- Triggering workflows with tagsIn this article we'll show you how to trigger a workflow if certain tag is assigned / removed
- How to copy a record to another folder along with the related recordsIn this article you will learn how to copy a record to another folder along with the records that are related to it
- How to use the “Timestamp” macro in workflowsIn this article, we will look at the timestamp macro.
- Make an API call: how to get a response back in NetHuntIn this article we explain how to use Make an API call in Workflows if you want to receive a response back to NetHunt
- How to assign records and tasks by round-robin algorithmAssign new records/tasks created by workflows by round-robin
- How to automatically update CRM recordsFind out how to run field dependency update in NetHunt
- Update related recordsUpdate other related records
- Starting and finishing Workflows with checkbox actionsIn this article, we'll review a couple of cases where you can manually trigger and stop your workflows
- Deactivating workflowsHow to stop your workflow: deactivating and completing the already triggered records
- How to assign already existing records by round-robin algorithmAssign existing records in the workflows by round-robin
- Workflow action: leave a commentIn this article, we’ll explain how the “Leave a Comment” action works in workflows and how to use it to add comments to records automatically.
- Workflow: delete a recordIn this article, we'll show you how to automate the deletion of a record
- Meta Conversion API та Nethunt CRMIn this article, we will explore the option of sending the outcomes of successful deals to META.
- How to set up bulk messaging in messengers in NetHunt CRM using the “API Call” actionIn this article, we will explore the possibility of sending bulk messages to messengers using third-party specialized services.
- Webhooks: How to send your website leads straight to NetHunt CRMLearn how to use webhooks with your web forms to capture webform leads and pop them in your CRM.
- How to place a custom webform to your websiteLearn how to place a form on your website
- How to connect your Wufoo to your NetHunt CRMUse Wufoo to collect information from your contacts and save it in your CRM
- How to connect your GravityForms to your NetHunt CRMUse GravityForm to collect information from your contacts and save it in your CRM
- How to connect your JotForm to NetHunt CRMIn this article, we’ll explain how to connect JotForm webforms.
- How to connect your Paperform to your NetHunt CRMUse Paperform to collect information from your contacts and save it in your CRM
- How to connect your Typeforms to your NetHunt CRMUse Typeforms to collect information from your contacts and save it in your CRM
- Webforms: How to send your website leads straight to NetHunt CRMLearn how to use NetHunt webforms to capture leads on your website
- Connect Google Forms with Webhook event in NetHunt Workflows
- Connect your Google form to NetHunt and get all the customers to your CRM.Learn how to connect a Google form to NetHunt CRM using Google AppScript, triggers and Workflow triggers.
- Wait for email interaction helperIn this article you will learn how Wait for email interaction helper works in automation
- How to nurture new leads with automated email sequencesDiscover how to set drip campaigns for the new leads
- Email statistics in the workflowHere we show you how to read the statistics from your email sequences
- Email Delivery Settings in WorkflowsChoosing the option of how your workflow emails will be sent (Gmail/NetHunt SMTP)
- Send emails to related records in workflowsWhat to do if your triggers and actions need to be performed in different folders
- Send automated email sequences to Contacts when their Stage changesLearn how to send out automated email campaigns to your leads whose Stage is changed in NetHunt
- How NetHunt "ignores" auto-replies and bounces in workflowsMaking sure the auto-replies and bounces do not influence your campaign's effectiveness
- Send emails to multiple related records in workflowsLearn how to send emails to multiple related contacts via Workflows
- Move a lead to another Stage based on their responseLearn how to change Lead's Stage depending on their response to your drip campaign.
- Sending email sequences to contacts depending on their interests
- How to send a message to a Telegram channel using a botIn this article, we'll explain how to create a Telegram bot and use it to post notifications in channels
- How to send automatic notifications to Slack when a deal is WonUpdate your co-workers on the Won deals in Slack
- Connecting NetHunt CRM and Google ChatSend Google chat messages as events happen in your CRM
- How to send automatic email notifications to your teamLearn how to send email notifications to your team
Workflow automation with Zapier
Series of tutorials explaining how to set up automation workflows in NetHunt CRM via Zapier
- 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.