Automation

Find Contact Action Find Contact Action Summary: The "Find Contact" action is an essential feature that enables you to search for contacts based on specific, customizable criteria. The "Find Contact" action is an essenti

Form Submitted Trigger Form Submitted Trigger Summary: The Form Submitted workflow trigger will run when a form is submitted. The Form Submitted workflow trigger enables automatic actions whenever a form is submitted thr

Go To Action Go To Action Summary: The workflow builder Go To event is an action that can be used to move a contact from one point in a workflow to any other step in the workflow. In workflows, the Go-To Action simplifie

Goal Event Action Goal Event Action Summary: In this article, we will cover Goal Events and how, and when to use them. The Goal Event feature automatically moves contacts to the next step in the workflow once they meet t

Google Sheets Action Create Multiple Rows Google Sheets Action: Create Multiple Rows Summary: Tutorial on the Google Sheets Action: Create Multiple Rows Workflow Action Google Sheets allows you to manage big loads of dat

GPT Powered by OpenAI GPT Powered by OpenAI Summary: GPT powered by OpenAI revolutionizes your workflow by integrating advanced AI capabilities with your CRM system. It responds intelligently to triggers and actions, opt

Grant Community Group Leaderboard Points Action Grant Community Group Leaderboard Points Action Summary: Points are key in your community gamification since they make members move up in rankings and gain levels in the le

Grant Private Channel Access Action Grant Private Channel Access Action Summary: This workflow action not only saves time but also enhances the user experience, ensuring that members are efficiently added to the correct

How to Allow Multiple Opportunities in Workflows How to Allow Multiple Opportunities in Workflows Summary: In this guide, we will walk through how the Allow Multiple Opportunities toggle works, its benefits, and how to c

How to Auto Mark Messages As Read in Automation How to Auto Mark Messages As Read in Automation Summary: How to automatically mark messages as read in your CRM workflows Efficient communication is a cornerstone of custom

How to Automate Community Management with Workflow Trigger and Actions How to Automate Community Management with Workflow Trigger and Actions Summary: This article will walk you through setting up automatic systems that

How to Automate Your Appointment Management How to Automate Your Appointment Management Summary: By the end of this guide, you'll be equipped with the know-how to use your CRM's features to streamline your appointment ma

How to Create an SMS Campaign How to Create an SMS Campaign Summary: This guide explores the strategic advantages of SMS opt-in campaigns, detailing how businesses can leverage them to offer discounts and cultivate a lis

How to Create Automated Annual Messages in Workflows How to Create Automated Annual Messages in Workflows Summary: By the end of this guide, you'll be all set to keep your members engaged with automatic, yearly updates,

How To Create User Assigned Workflows How To Create User Assigned Workflows Summary: How to Create User-Assigned Workflows in Your CRM Efficiently managing contact assignments is crucial for ensuring seamless communicati

How to Display Form Submission Data in an Opportunity Card How to Display Form Submission Data in an Opportunity Card Summary: Creating opportunities from form submissions is key to keeping your sales pipeline active and

How to Effectively Test Your Workflows How to Effectively Test Your Workflows Summary: By the end of this guide, you'll be equipped to thoroughly test your workflows, ensuring they're ready to go and will achieve the imp

How to get a Conversion List for Google Ads in Workflows How to get a Conversion List for Google Ads in Workflows Summary: In this guide, we'll show you how to set up conversion tracking in Google Ads In this guide, we'l

How to Implement CRM Page View for Tracking Lead Engagement Conversion Strategies How to Implement CRM Page View for Tracking Lead Engagement Conversion Strategies Summary: How to Track Funnel Page Views Using Workflow A

How to Integrate Your Campaigns Into Workflows How to Integrate Your Campaigns Into Workflows Summary: By the end of this guide, you'll know how to make your CRM work smarter, not harder, by integrating campaigns into wo

How to Mark Calls as Completed How to Mark Calls as Completed Summary: In this guide, we'll walk you through the steps to set up your system so that calls are automatically marked as completed. Managing call statuses eff

How To Notify Users When a Lead Is Added How To Notify Users When a Lead Is Added Summary: By the end of this guide, you'll know exactly how to ensure your clients or team members are promptly informed about new leads, m

How to Rearrange Actions in Your Workflow Builder How to Rearrange Actions in Your Workflow Builder Summary: You'll learn about what the Workflow Builder is and how it can automate a bunch of tasks based on certain trigg

How to Restore Deleted Workflows How to Restore Deleted Workflows The Importance of Workflow Restoration Summary: Restoring workflows is crucial for maintaining operational continuity and flexibility. This capability ens