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Turn New Contacts into Actionable Project Tasks with Enriched Data
Introduction When new contacts are added to your invoicing or CRM system, the follow-up work often spans multiple departments — from onboarding and planning to billing and service delivery. This use case ensures those next steps aren’t forgotten by automatically
Notify Your Team Instantly When New Social Media Activity Is Detected
Introduction Monitoring social media accounts for updates is time-consuming, and important moments can slip through the cracks. This automation use case helps your team stay on top of brand engagement or competitor activity by automatically sending a message in your
Notify Your Team Instantly When CRM Activity Is Logged
Introduction Staying in sync with your sales or account management team can be difficult when updates live in a CRM that not everyone actively checks. This automation use case ensures real-time communication by automatically sending a message to your team
Log Bank Transactions in CRM Deals for Better Financial Tracking
Introduction Staying on top of financial movements related to your sales pipeline can be a challenge — especially when banking data and CRM deal updates live in separate systems. This use case solves that by automatically logging new bank transactions
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