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UTrons – Get Started
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Automate your processes in clicks using UTron
UTron
is a bot that any non technical person can create in just clicks. You can automate your sales processes by creating UTrons.
Notifications
Send birthday email
Similar use case:
Send mail to contact or salesperson on due date / renewal date / followup date etc.
Update managers when the deal stage is changed
Similar use case:
When a field is updated perform actions like send an email, set tasks, update values, etc.
Send a welcome email to clients as soon as the contact is created
Similar use case:
Notify team members / managers when a new lead is added.
Send out emails to contacts from a particular industry
Similar use case:
Notify the contacts when a record associated with them is created or updated.
Update contacts when a deal associated with them is updated
Similar use case:
Notify contacts / team members when a value in related record is changed.
WorkFlows
Transfer contacts & other records from one salesperson to another
Similar use case:
Find records that match certain criteria and modify them / send mails / create tasks
Copy address from companies table to contacts of that company
Similar use case:
Copy values from one record to another
Send a series of email at regular intervals to the contacts
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