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By Use Case
Automate repetitive tasks, streamline processes and be more productive, every day.
Well, for a salesperson, Intelligent Workflows are just the next best thing after the invention of the wheel!
Following up on leads, sending emails, raising invoices are some of the repetitive tasks that every salesperson needs to do every day. Repetitive tasks end up becoming mundane and that’s when errors kick in. We may forget sending that one welcome email or worse still, skip an invoice generation. With Intelligent Workflows from Freshsales, you can sit back and let the system do all the work for you. In short, these workflow automations provide a simple point-and-click interface that enables you to set up, automate and run virtually any business process.
See how Intelligent Workflows can transform your business.
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Using Intelligent Workflows in Freshsales, you can automate even the most complex business processes in a jiffy by creating simple “if-then” like rules. Once a rule has been created, these rules scan for triggers you define, such as a new lead being created, or a change in deal status as “Closed/Won.” Once a trigger has been detected, an action of your choice, such as sending an email, updating a record, or using webhooks to send instant notifications to connected applications is performed. So set up workflow automations, spend your time better and start closing deals faster.
Log in to Freshsales as an Admin and select Automation settings and then select Workflows.
Click on 'New Workflow', give your workflow a name and a description, choose when you want to execute it and add relevant conditions.
Provide the set of actions to be performed and then click on 'Save' once you're done.
Get things to happen like clockwork. Give your team a productivity boost by automating key tasks.
Send automated, yet personalized welcome and follow-up emails to prospects and customers.
Trigger webhooks and send instant notifications via connected applications.
Track user behavior in your website or app and leverage these insights for smarter conversations.
Make updating records a cinch with real-time, automatic lead status updates.
Don’t chase the wrong deals. Use key deal metrics to automatically surface your stale deals.
““Workflow automations are freeing up our time for more sales! We use workflows to update lead profiles, so the leads can be assigned via territory assignment—this is an absolute time-saver for us. We no longer have to watch out for mundane tasks because Freshsales is always on the job.””
““By automating emails and tasks, Intelligent Workflows in Freshsales ensure all leads and deals are managed efficiently. The flow-on effect of this means absolutely no leads or deals are mismanaged, making the team more productive and, of course, causing an increase in sales.””
““Intelligent workflows are a great way to improve sales productivity. Eliminating manual tasks helps salespeople focus more on selling, because they don't have to worry about maintaining their CRM. We're really excited about two features in particular—auto responding to incoming leads and auto flagging of stale leads—because they can return a lot of valuable hours for us at Fyle!””
““Freshsales always helps us to be a step ahead and Workflows are the latest in that line. They think through everything and they listen to customers' ideas. I can't imagine my work without Freshsales.””
““We love Freshsales. It’s fast, easy and intuitive. Workflows specifically eliminate manual work for us, so my team can spend more time calling and onboarding our prospects and clients.””
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