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Automation
Automation
This is a collection of articles that covers automating sales and marketing processes with Workflows
+1
29 articles in this collection
Written by
NetHunt Team,
Anastasia,
Anna Zhmakina
and 1 other
Using the wait for date helper
Lear how to introduce pauses and breaks with this helper to your workflow
Written by
Mauricio Aguirre
Updated this week
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 this week
How to use filters in the workflow automation
Learn how to filter your records as you include them into your workflow
Written by
Mauricio Aguirre
Updated over a week ago
Finishing your workflow properly
Set up the stop workflow action when the workflow is branched
Written by
Mauricio Aguirre
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
Mauricio Aguirre
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
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
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
Working with webforms
How to place a custom webform to your website
Learn how to place a form on your website
Written by
Mauricio Aguirre
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
Mauricio Aguirre
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
Mauricio Aguirre
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
Mauricio Aguirre
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
Mauricio Aguirre
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
Mauricio Aguirre
Updated over a week ago
Send automated email sequences
Email statistics in the workflow
Here we show you how to read the statistics from your email sequences
Written by
Mauricio Aguirre
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
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
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
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
Mauricio Aguirre
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
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
Mauricio Aguirre
Updated over a week ago