Team workflows

Last updated 5 days ago
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Workflow automation

Create automated workflows that trigger actions based on contact behavior, deal progression, or time intervals.

Workflow benefits

  • Save time on manual processes
  • Ensure consistent follow-up
  • Reduce human error
  • Improve team productivity
  • Standardize best practices
Team workflows | SoftSync Help Center | SoftSync - AI-Powered Customer Relationship Platform