Workflow Automation
Automate sales routines instantly or at a later date
Chain together multiple rules in a single workflow
Analyze the performance of your workflow automation with Zia Intelligence
What is a Workflow?
Workflow is a feature that enables you to automate repetitive tasks. It comprises trigger conditions, entry criteria, and actions.
Workflow Builder:
Cubevo CRM provides a visual workflow builder that allows you to design and configure automated workflows without the need for coding. You can define triggers, conditions, and actions to create custom workflows tailored to your specific business requirements.
Process Automation:
With Cubevo CRM, you can automate various processes, such as lead management, opportunity management, customer onboarding, support ticket routing, and more. Workflows can be triggered based on predefined conditions, such as status changes, time-based events, or specific field updates.
Task and Activity Automation:
Cubevo CRM enables you to automate tasks and activities associated with different stages of your business processes. You can automatically assign tasks to team members, schedule follow-ups, send reminders, and update records based on specific triggers or deadlines.
Email Automation:
Cubevo CRM offers email automation capabilities to streamline your communication processes. You can create personalized email templates, set up automated email sequences, and trigger emails based on specific events or conditions. This helps save time and ensures consistent messaging.
Data Updates and Field Calculations:
Cubevo CRM allows you to automate data updates and field calculations based on predefined rules or formulas. You can automatically populate fields, update record statuses, calculate values, or trigger actions based on changes in specific data fields.