Create your customized scenario with Integromat. Automate repetitive tasks involved in using Freshsales and make your work easier.
Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!
In order for Integromat to automate your tasks for you, you have to create a scenario. A scenario is comprised of a series of modules that indicate how data should be transferred and transformed between apps/services.
There are 4 steps to creating a scenario:
- Choose your apps
- Build your scenario
- Test your scenario
- Activate your scenario
Step 1: Choose your apps
Once in your Dashboard, click the Create a new scenario button, as seen in the top right-hand corner in the image below.
Step 2: Build your scenario
Now in the scenario editor screen, an empty module with a question mark will be displayed. Here, you will have to choose what data the scenario should watch for. You will do this by choosing a trigger that will start your scenario.
Step 3: Test your scenario
Before you activate your scenario, you should test your scenario by running it once. To test your scenario, click the play button with Run once beside it.
Step 4: Activate your scenario
Your scenario is almost ready to run, but it's still inactive.
To activate your scenario, exit the scenario editor by hitting the arrow key in the top left-hand corner.