Platform-Specific

CRM Automation & Workflows

Automate repetitive tasks and build intelligent workflows. Learn to create triggers, automated emails, task assignments, and approval processes.

2-day workshop (12 hours)
Live Online
Advanced

Eğitim İçeriği

Stop doing manually what your CRM can do automatically. This advanced course teaches you to build sophisticated automation that saves your team hours every week. From simple email reminders to complex multi-step workflows, you'll learn the patterns that work across industries. We share automation templates from our 200+ implementations. Perfect for CRM admins, operations managers, and power users.

ما ستتعلمه

  • Workflow design principles
  • Trigger-based automation
  • Automated email sequences
  • Task and activity automation
  • Approval process configuration
  • AI-powered automation (Enterprise)

Kurs Formatı

الأتمتة

2-day workshop (12 hours)

Format

Live Online

Seviye

Advanced

Dil

English

الاتصالات

Formu doldurun, bu eğitimle ilgili detaylar için sizinle iletişime geçelim.

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