Automation & workflows — found from sitemap — OnePageCRM

Cited by

Facts read from this source

• Automation trigger actions Report an error

  “Pick a trigger and what should follow it. Log a call that went unanswered, and the follow-up email and the next step are queued up, ready for you to confirm.”

• Lead clipper Report an error

  “Lead Clipper is a free browser extension. On any web page or social profile, one click takes the name, job title, company, and contact details.”

• Workflow templates Report an error

  “Save a run of steps as a template, then apply it to one contact or to a hundred.”

• Web forms Report an error

  “Embed a form on your site. Every submission arrives as a contact with an owner, a tag, and a follow-up.”

• Queued actions Report an error

  “Line up the steps that come after the current one, and finish a Next Action to bring the next one up.”

• Status tag sync Report an error

  “Change one contact’s status or tags, and everyone else at that company changes with them.”

• Lead enrichment Report an error

  “One click fills in a contact’s public social profiles and the details you don’t have yet.”

• Card scanner Report an error

  “Photograph a business card on your phone and it becomes a contact. No typing.”

• Trial Report an error

  “21-day free trial • No credit card required • Simple setup”

• Google security assessed Report an error

  “Google security assessed”

• Encryption Report an error

  “Bank-level encryption”

• Saved actions Report an error

  “Then you can use our Saved Actions to streamline your sales team’s workflow. Saved Actions can speed up your workflow. Easily create templates, group and insert them individually or in bulk in just one click.”

• Autoflows Report an error

  “You can use different CRM automation features: pre-saved action sequences or custom Autoflows.”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.