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 and Automations are two features that help you automate your business workflow, saving time and reducing stress. Both are available in Workflow.
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