How to automate CRM task management [Video]

With SendPulse, you can work together with your team using our CRM system and streamline your task management using Automation 360. Create and remove tasks automatically to simplify your workflow and increase efficiency.

In this article, we will talk about how to automate task management.

Go to the Automation section, and click Create flow.

Enter a flow name, specify your sender name and email address, configure your analytics settings, and select an unsubscribe page and unsubscribe form language if necessary.

Click Apply.

Triggers can start your flow whenever the system adds a new task or updates a task stage. On the right panel, go to the CRM tab.

Let’s talk about triggers that fire when the system adds a new task or updates a task stage.

Add task

Your flow will start when a task is created in the CRM system.

Select the board and task stage you want to track.

To run your flow …