Joanna Rutter

6 Salesforce automation ideas

To make the most of this business-critical app, make sure it connects with the other tools and systems used across your sales team and company with automation.

How to automatically add leads from forms to your database or spreadsheet

What if you could automatically back up the important information you get through forms in a database, without ever having to think about it?

How to get custom chat notifications for new form submissions or emails

Nobody can possibly keep track of all the information coming into your organization every day, so a little automation can help you stay on top of your work and give your new contacts a great experience with your team.

Automatically add leads to your CRM or email marketing platform

When someone fills out a form on your website or signs up to hear from you, it’s important to welcome them into your email platform or CRM quickly. Automation helps you do this quickly and accurately.