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
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
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.
Introduction Staying on top of financial movements related to your sales pipeline can be a challenge — especially when banking data and CRM deal updates
Introduction Manually transferring client or meeting notes from your CRM to your personal note-taking tool is a time-wasting task. This automation use case streamlines that