New Integration Settings

Alexandra Tallon Jul 24, 20191 min read

We have updated our integrations settings and we hope that you like it as much as we do :)

For now on, you create a workflow that contains 3 steps.

  1. Choose a trigger: You can choose when you want to create a new deal. For example, you can ask to create new deals when a prospect replies or when you create a prospect.

  1. Define a segment: Then you can define if the workflow should be applied to all prospects ot to some prospects.

  1. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app. You can choose where you want to create the deal.

I hope you are as excited as we are.

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