Send new Salesmate contact notes as chat messages in Microsoft Teams
Stay on top of your client communications with this robust workflow. When a new contact note gets added in Salesmate, it instantly sends a chat message in Microsoft Teams. This not only improves your response time but also ensures crucial information is shared across your team instantly, enhancing team performance and customer satisfaction.
Stay on top of your client communications with this robust workflow. When a new contact note gets added in Salesmate, it instantly sends a chat message in Microsoft Teams. This not only improves your response time but also ensures crucial information is shared across your team instantly, enhancing team performance and customer satisfaction.
- When this happens...New Contact Note
Triggers when a new contact note is created.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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