Business Automation

How do you benefit from the Business Automation feature of ConvergeHub?

Posted by Patricia Jones

Its 12 pm and you still haven’t got the time to call up your prospects. Reason – you are busy assigning the new 20 leads to your sales team.

In business, there are numerous everyday activities that take up majority of our time. Doing them manually daily does not really seem feasible in today’s competition when every second counts.

That’s precisely why ConvergeHub offers the functionality of Automation.

Using ConvergeHub, you can set up automatic tasks, replies, alerts, and notifications in advance. That’s not all – you can create and automate workflow procedures and set rules in relation to case and leads assignment.

So whether it is your sales manager who needs to daily assign leads to various sales reps or your customer support team who daily needs to send pre-sales and post sales follow up emails to customers – both can automate these activities to save time and effort.

The idea behind Automation is simple: To let you work smarter instead of harder!

Instead of slogging in for more hours, ConvergeHub Small Business CRM solution empowers you and your team to get the same job done in less time. Automation eliminates the necessary (but time-consuming) tasks associated with selling, marketing and customer service.

Result: your team gets freed up from the tedious, repetitive behind-the-scenes work to concentrate on the more constructive tasks.

How to Set up Automation Rule in ConvergeHub

New automation can be added by clicking on

add new automationlink in the left column or by clicking on

new automationoption in the upper right corner of the automation listing page.

1. Enter the Automation Rule Name.

The automation Status can be set as Active or Inactive. When the automation is set as Inactive, the various threads which were initiated during the active automation status will still be executed as per automation schedule.

Set the Trigger Point and Trigger that explains on which specific action and activity will the automation take place.

Select the Related To field to choose the modules (Leads, Accounts, Contacts, Deals, Targets, Products and Cases) for which you want to run the Automation.

Please Note: If required, you can run the Automation at different day and time intervals.

Daily: Automation can be scheduled to occur Daily or you can specify the number of days after which the Automation will run. You can schedule the Automation to occur particularly during Weekdays or Weekends. You can also specify the Date Range for the automation.

Weekly: Weekly recurrence can be set by entering the number of Weeks after which the Automation will trigger off. You can categorically select the days in the week for which you want to schedule the automation.

Monthly: You can select specific number of days in every month, the day of a week of every month as well the whole Month for which you want to run the automation.

2. Define the Criteria that will be applicable for the Automation. Multiple Automation criteria can be added depending on the requirement.

3. Define the actions which should occur when an automation is triggered. The actions can range from creating tasks, sending email notification, scheduling event to creating a lead or running a report and more.

4. ConvergeHub allows you to stop the automation at any given point and time. To do this, you need to simply set the Stop Criteria.

5. Set the Stop Action. It is related to Stop Criteria and defines the action that will happen once the automation is put to a halt.

6. Click on Save to complete the automation process.

Try ConvergeHub Automation Feature and send us your feedback on the same. We will take in your suggestions and try improving the process further.

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