Hello all, now that automations 2.0 is released, we’re already starting to get feedback for the next cycle of automations, and so I thought I’d open up the floor to our customers and staff and see what other types of automations you’re thinking of.
As a reminder, an automation consists of a “trigger” (something happening in the CRM) and then an “action” (the CRM does something).
A simple example:
Trigger: “A deal is created”
Action: "Email someone (perhaps email the team leader AND email the team admin)
I want to kick off the idea session with something requested by @Jeffrey, our sales manager.
As you likely know, the CRM has a texting phone number (it’s not possible to have the system “text as you” - as such, you need to log in to the CRM and check your smartlist for unreplied texts in order to know if you have unreplied texts (there may also be an email sent).
Jeff’s question: Could we not just have an automation that when a system text is received, also sends a text to the agent (and maybe a push notification as well?) This way, even though the text didn’t come direct to your phone (because it can’t) - you get a push notification and text notification to know you have a new text.
I think this is a great example of thinking through automations and how to improve the workflow. (Nice work Jeff)
Team - if possible (@FernandoOrtiz) - please capture “text” as a trigger for the January release.
What are some of your thoughts on additional automations?