Learn to Design a UTron from Examples

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What is UTron?

UTron is a sales bot that any non technical person can create in just clicks. You can automate your sales processes by creating UTrons.

How people use UTrons?

  • Send reminders / follow-ups to clients
  • Send notifications / reminders / alerts to sales people
  • Create task when deal stage changes
  • Check & disallow Duplicates
  • Automatically create deal, when company is created
  • Update customer status when deal is won
  • Send Alert If Quote Product Discount Exceeds 40%

And many more. Possibilities are endless.

Types of UTrons:

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    Scheduled UTron

    These are used to periodically (every day, once a week etc.) find records that match certain conditions (Quotes expired, Followups missed etc.) and act accordingly – like send reminder mail.

    You can have multiple scheduled UTrons, that are activated at different times. You can also do multiple things in same UTron if they have to be done at same times.

  • one-time-change-utron-icon

    One Time Changes UTron

    These are use for occasional needs like transfer contacts of one sales person to another. These can also be saved and used again in 1 click.

  • data-changes-utron-icon

    Data Changes UTron

    These are activated when records are created / modified. Most of the examples above are of this type.

    There can be only 1 Data changes UTron for each table (Contact, Company, Deal etc.). It is activated when any record of that type is created / modified.

    You can implement multiple use case in single UTon by adding steps. See example.

    (Coming Soon)

Get started

Lets create 2 very simple UTons (Must!)

Create task for a Contact

You don’t need a UTron for this but will really help in understanding UTrons!

Type : One time changes UTron

Logical Flow:

  • Find the contact
  • Create task associated with that contact.

See & repeat steps for this UTron (Imp – Don’t miss this. Approx. time – 2 min)

Find all Contacts of a Company & create a task for each Contact

Example of finding list of records that match certain criteria and performing some operations on them.

Type : One time changes UTron

Logical Flow:

  • Find all contacts of a particular company
  • Create tasks associated with each of these contacts.

See & repeat steps for this UTron(This is important too! I won’t force after this. Promise!)

See More Use Cases with Step by Step…

Send birthday mails

Everyday we need to find Contacts, whose birthday is today, and send them mail. That’s why we create a scheduled UTon and schedule it to be activated everyday.

Type : Scheduled UTon

Logical Flow:

  • Find all contacts whose birthday is today
  • Send a mail to each such contact.

See steps for this UTron

Everyday, send details of all won Deals to Head of Sales

Everyday we need to find Deals that were won yesterday, and send their details to Head of Sales. That’s why we create a scheduled UTon and schedule it to be activated everyday.

Type : Scheduled UTon

Logical Flow:

  • Find all deals that were won yesterday
  • Send a mail to Head of Sales with Deal details.

See steps for this UTron

Send a sequence of mails to new clients

Type : Scheduled UTon

Suppose you want to send a sequence of emails to new clients. One mail every week.

Logical Flow:

We need a way to identify new clients so that these emails should only be sent to them. We can do this using a custom field ‘Is New Client’ of type Yes/No. To add a client to this sequence, we mark this as Yes. After sequence is complete, we again mark this as No.

 

We need to know at which stage of the sequence each contact is so we can send them the right mail accordingly. We create a field ‘Onboarding stage’ of type ‘Select single value’ and add a value for each stage. We use current stage to decide which mail to send and also change the stage to next.

 

For simplicity, we will only send 2 mails in this example but you can easily add more. You can also create tasks for sales person instead of sending mails.

  • Find all contacts marked as new client
  • For each client, check the current onboarding stage

    • If stage is not set, send first mail and set stage to stage 1
    • If stage is stage 1, send second mail, set stage to stage 2 & set Is New Client to No.

See steps for this UTron

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