What is Workflow Automation in Sangam CRM?

General Support
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What is Workflow Automation in Sangam CRM?

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Understanding Workflow in Sangam CRM

  • What is a Workflow?
    A workflow is a series of steps designed to automate repetitive tasks and streamline processes. It helps reduce manual work, minimize errors, and ensure task consistency.

  • Why Use Workflows?
    Workflows increase efficiency by automating routine actions, allowing teams to focus on more critical tasks. This improves responsiveness and maintains high service standards effortlessly.

  • How to Access Workflow in Sangam CRM
    In Sangam CRM, workflows can be set up in the Admin Panel. Simply search for “Workflow” to start creating or managing your automated processes.

Key Elements of a Workflow

  1. Trigger (Condition):
    The starting point of a workflow could be an event, such as the creation of a new lead or task completion.

  2. Action:
    The task that follows the trigger, like creating a new task, updating a record, or generating a report.

  3. Alert:
    Automated notifications sent via SMS, WhatsApp, or email, based on specific triggers or milestones.

Types of Common Workflows in Business

  • Task Creation:
    Automatically assign tasks to team members based on events, like assigning follow-ups to sales after a new lead is added.

  • Follow-Up Reminders:
    Sets up reminders to ensure timely follow-ups, reducing the chance of missed customer interactions.

  • Email Notifications:
    Triggers automated emails based on customer actions, such as welcome emails for new leads or follow-ups after meetings.

  • Other Frequent Workflows:
    Automates routine actions like updating statuses, alerting managers, and helping your team stay organized and efficient.

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Kya Ham,

Work flow se Same record Update karva sakte hai?

Like
Record ID/Name # 1/About Document

Field 1 = X Value
Field 2 = X Value.

Save this Record

Then Work FLow Change / Update of Last Edited Or Saved Record
of
Field Value 3 = A Value.

is it possible.

Use Case.

Data Entry me Empl. 2 Field me Entry karne ke Bad 3rd Field me Entry Karna Bhul jate hai. to Unko 3rd Field me Automate Change karna hai.

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Hello @SanketBarot Sir,

It is possible to update the value of a field within the Workflow based on the values of one or more other fields. To do this, it is essential to establish the appropriate condition and set the corresponding action accordingly.