What's included

• Multi-Step Workflow Automation

  Design and implement multi-step workflow automations that connect apps like Gmail, Slack, Trello, and Google Sheets using Zapier, Make, LateNode and more. These workflows automate repetitive tasks such as automatically adding new form submissions to a task board, sending notifications to team members, and updating spreadsheets.

• Custom SmartSuite Automations

  Build custom workflows within SmartSuite to automate tasks like updating records, generating reports, and sending reminders. These automations are tailored to specific business needs, reducing manual data entry and increasing efficiency across departments.

• Data Sync Between Apps

  Create seamless data synchronization between different applications using Zapier or Make. For example, sync customer data between a CRM like HubSpot and a marketing tool like Mailchimp, ensuring up-to-date records and smooth communication across platforms without manual updates.

• Email Automation with Triggers

  Set up email automation systems using platforms like Zapier or SmartSuite to trigger personalized emails based on customer interactions, form submissions, or internal workflows. For example, send welcome emails to new subscribers or follow-up emails after a purchase.

• Customer Support Automation

  Design customer support automations that automatically route support tickets or inquiries to the right team members using tools like Zendesk or SmartSuite. Automations can include assigning priority levels, categorizing tickets, and sending automated responses.

• Lead Generation and CRM Integration

  Set up automated workflows that capture leads from form submissions (e.g., Typeform or Google Forms) and integrate them into a CRM like HubSpot or Salesforce. These automations ensure lead details are automatically added and tagged for the sales team, reducing manual input.

• Task Automation Across Teams

  Create workflows that assign tasks to team members based on triggers using tools like SmartSuite, Asana, or Trello. For example, when a new project is created in a project management tool, tasks can be automatically assigned, due dates set, and team members notified.

• SmartSuite Project Management Automation

  Automate project management processes in SmartSuite, including task assignment, progress tracking, and deadline reminders. These automations streamline project workflows, reduce manual intervention, and ensure deadlines are met with timely notifications.