CRM automation is the ability to automate repetitive and manual CRM tasks. Automation in a CRM can include many functions across sales, marketing, or services. You’re probably familiar with the benefits.
What Is Workflow Automation?
Automations can work in any stage of your funnel according to your business model. You can automate recurring tasks at multiple points of the customer lifecycle, from the time they first come into the system (new leads) to the moment they turn into a customer.
If you find yourself repeating the same administrative tasks or scheduling the same activity, then it might be in your interest to automate those tasks, and concentrate on the important things.
Automatically Send Emails
You can set the system to send an email based on a specific trigger like when a deal is created or updated (i.e moved to a stage), a person is created or updated. The email can be sent the contact person or different email (any). You might want to send an introductory email to the email address of the person when:
- a new deal is created.
- a new person contact is added
- deal stage changes
- deal is updated
- person is updated
Create Calendar Events
You can automatically create an event in your calendar when a deal is created or updated (i.e moved to a stage), a person is created or updated. In case of deals the event will be assigned to the deal owner in other case it can be assigned to a specific sales rep./user or randomly assigned within your organization or a specific team.
Update External Apps
You will probably need to update external data like a billing system or other company’s applications. To do so your developer can use our free API and to obtain information from Onpipeline in real time and keep your software data aligned. Alternatively, especially if you don’t have a developer, you may use Zapier, an automation platform that can to connect Onpipeline to over 2000 apps.