You don’t always have time to manually reply, set reminders, and follow up with customers. That's fine – the Workflow add-on does it for you.
Triggers are automated actions in Upsales. For example, a trigger could involve sending a notification email to the team leader when a deal is won. Triggers can be set up to run on creation, editing, or removal of:
Triggers reduce admin time for sales reps. They can also form part of handovers to project management or finance. Triggers are also useful for:
- Updating company details
- Sending notification emails
- Sending webhooks
- Creating activities
- Updating appointments
Automations can automatically change data in your Upsales database. The automation can be based on a set of rules, removing the need for manual input. These are continuously checked every hour.
For example, imagine you want all companies within the automotive industry and with 100+ employees in the same sales campaign.
Whenever a company is updated, set the automation to check if the industry and the number of employees fields match automotive and 100+.
This saves your employees having to manually check every time there's an update.
More about automations in Upsales