Create triggers easily in Upsales CRM and automate your work flow

Customers with the Enterprise Edition can easily create triggers in Upsales CRM. Use triggers to automate your work flow. For example: create a trigger to automatically send an email to the Sales Manager every time a sales rep. creates a business opportunity. A trigger can also automatically send an invoice to your billing system when a deal is closed.

Triggers can create an activity, update the client card or send an email when an event is happening within Upsales CRM.



Have more questions? Submit a request


Please sign in to leave a comment.