Roofing Roadtrips With Heidi - The Future Is Bright
Learn More
Automations
Work smarter, not harder, by automating actions from task creation to email communications.
How do I create an Event-based Automation?
How do I create a Time-based Automation?
Automation Recipes:
-
How do I create an Automation to assign a Task based on a Status update?
-
How do I create an Automation to notify a manager of a Contact's Status update?
-
How do I create an Automation to notify a Sales Rep of a new lead?
