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
-