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AutomationRead more
Understanding Automation Pipelines
Learn how to automate workflows and tasks with the platform's powerful automation pipelines, simplifying complex processes and improving efficiency.
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AutomationRead more
Using System Pipeline Templates
Discover how to quickly implement and customize pre-built automation templates to streamline workflows and enhance productivity.
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AutomationRead more
Sales Automation
This guide explains how to use the platform's sales automation features to streamline your sales process. Sales automation reduces manual tasks, improves accuracy, and accelerates the sales cycle by triggering automated actions such as email and SMS communication, document generation, data capture, task creation, notifications, etc.
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AutomationRead more
Data Collection Automation
Learn how to automate the entire data collection process using custom web forms with automated pipelines. This guide explains how to generate and share forms with customers, map the submitted data to customer and policy records, and seamlessly generate custom PDF documents. Also, trigger e-signature workflows, ensuring efficient and accurate processing from start to finish.