Automation
Webhooks
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
Custom Functions
You can set up custom functions in three steps: Create a custom function. Associate custom function to a workflow rule. Test custom functions integration. To create a custom function Click Setup > Automation > Workflow > Custom Function. In ...
Scenarios
Scenario - Assign leads to selected users when it is a high value deal. Record Type - Leads Rule Trigger Create or Edit Rule Criteria Amount is 10,00,000 Instant Actions A Task and Field Update Create a field update that updates the Lead Owner field ...
Workflow Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Profile Permission Required : Users with the Administrator profile can access this feature. To ...
Workflow Tasks
Workflow Tasks are assigned to the users when the associated workflow rules are triggered. A workflow task can be associated to a workflow rule, when you want to create a task and assign it to a user, upon triggering the rule. Availability Profile ...
Workflow Rules/Alerts
Workflow Rules in CRM, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating certain fields of a ...
Unsubscribe Form
This feature helps you to generate the HTML code for the Unsubscribe Form. You can use the Form to provide an Unsubscribe option for the email recipients. The process to set up the form consists of three parts. Availability Profile Permission ...
Auto Response Rule
To create auto response rules for web forms Click Setup > Website Integration > Auto Response Rules. In the Auto Response Rules page, select the module from the drop-down list. Click Create Rule. You will be able to create the auto response rule for ...
Web Forms
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into CRM. Non-technical users find it easy to design and publish their ...