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Gmail + CRM + Automation = AMAZING! (NetHunt Workflows)

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Use this link to get 40% off your first 3 months of NetHunt CRM for Gmail: bit.ly/nethunt

Adding a CRM system within Gmail can save you so much time. But adding workflow automation on top of that can absolutely change the way you run your business! In this video, Scott Friesen shows you how to set up custom workflows within NetHunt CRM for Gmail.

00:00 How NetHunt CRM works with Gmail
01:39 Example of a NetHunt CRM Workflow
02:41 How to create a workflow in NetHunt CRM
03:42 Setting up a web form in NetHunt CRM
05:03 Adding actions to a NetHunt CRM workflow
06:23 Splitting paths within NetHunt CRM workflow
08:01 Adding time breaks and rules within the workflow
09:45 Setting triggers for next path in workflow
11:05 Using the update record workflow action
13:27 Testing out the workflow and seeing it in action
15:02 Viewing the updates within NetHunt CRM
16:25 Reviewing the live details within the NetHunt CRM workflow

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Let's Connect!
Facebook: https://www.facebook.com/simpletivity
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.

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Category
Tutorials
Tags
Simpletivity, Scott Friesen, Gmail + CRM + Automation = AMAZING
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