工作流程範本 的結果有 11 筆
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Assign new web leads to contact owners
When you get a new web lead, automatically assign it to an owner.
Tell contact owners when leads interact with your website
Send an email to a rep when a contact takes actions on your website that show a high likelihood to purchase.
Update company properties based on defined criteria
Automatically mark your best fit prospects for special prioritization
Send re-engagement email to cold leads
Send an email to leads who have lost interest or customers who have not visited your website in awhile.
Audience targeting for routing emails to customer agent
Conditionally assign emails to customer agent based on contact or conversation properties.
Reassign Tickets for Customer Agent Handoff
Automatically reassign tickets in Help Desk to a human.
Send email when form is submitted
Send emails when form is submitted for Simple Workflow
Reassign Conversation for Customer Agent Handoff
Automatically reassign conversations in Inbox to a human.
Assign contacts to an owner based on their U.S. region
Assign contacts to an owner based on their geographic location. This template is set up for U.S. regions. but can be modified.
Reassign Conversation based on languages for Customer Agent Handoff
Automatically reassign conversations based on languages in Inbox to a human