Agent CRM workflows let you trigger targeted email/SMS campaigns fast—either by tag or drip automation—so you can “cast a net” and uncover wins in your list.
workflows
5 Articles
Capture Google Form responses and trigger automations without Zapier or Pabbly. Google Forms is now natively integrated with Agent CRM Workflows.
How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered the sender domain for the emails the user sends for individual emails. Bulk Email: If the…
Jon Jordan asked us, “What is the best way to make sure clients don’t receive another push-to-schedule message after they book an appointment?” “In your appointment scheduled workflow, you can add the “Remove from Workflow” action and select the specific workflow that sends these messages. “
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…