A consistent sales pipeline and the ability to hit the revenue target begins with good lead management. Generating new leads is vital to increase revenue. Most companies already know this and thus, have implemented popular lead funneling systems to simplify the lead management process.
However, the reality is that lead management is a complex process as leads can reach out to your business through a variety of sources. Unless the sales team is able to manage and react to these leads efficiently in real-time, the chances of a lead turning into a new customer remain low.
Business Process Automation (BPA), also known as workflow automation is the automation of complex and repetitive tasks through the integration of applications and web services. Gartner defines it as,
“Business process automation (BPA) is defined as the automation of complex business processes and functions beyond conventional data manipulation and record-keeping activities, usually through the use of advanced technologies. It focuses on “run the business” as opposed to “count the business” types of automation efforts and often deals with event-driven, mission-critical, core processes. BPA usually supports an enterprise’s knowledge workers in satisfying the needs of its many constituencies.”
To grow in a highly competitive world, it’s important for enterprises to focus on increasing productivity which may, in turn, increase the profitability. In short, speeding up the lengthy, time-consuming processes is the need of the hour. By doing so, employees will also be able to dedicate more time to the essential, high-priority tasks.
In this article, we will have a look at Built.io Flow’s ready-to-use integrations which will help your employees shorten the time which is spent unnecessarily on the repetitive tasks and complex procedures. The outcome of which will certainly be an improvement in all areas of work.
Listed below are the tasks that can be automated:
1. The Hiring Process
With Built.io Flow’s automation designed specifically for the human resources department, the hiring process can be simplified. Let’s see how:
i) Post tweets on Twitter for new messages on Cisco Webex Teams
Whenever a new message containing a specific word (For example, hiring) is posted to the specified space on Cisco Webex Teams, Built.io Flow will automatically post it as a tweet on Twitter.
Post tweets on Twitter for new messages on Cisco Webex Teams:
ii) Post messages on Cisco Webex Teams and add rows to Smartsheet for new responses in Google Forms
With this workflow, each time a new response is submitted in Google Forms, a message will be posted on Cisco Webex Teams. Also, a row will be added in the Smartsheet.
Post messages on Cisco Webex Teams and add rows to Smartsheet for new responses in Google Forms
iii) Create meetings in Cisco Webex Teams for updated rows in Smartsheet
Whenever an existing row of the specified sheet in Smartsheet is updated, Built.io Flow will automatically create a new space in Cisco Webex Teams and a meeting in it.
With the workflows mentioned above, the Human Resources department can automate the hiring process - from sending out alerts about vacancies to scheduling an interview. Similarly, the process mentioned below can be used by different departments to simplify the complicated day-to-day processes.
Create meetings in Cisco Webex Teams for updated rows in Smartsheet
2) Send Slack notifications, create a Zendesk ticket, send SMS via Nexmo, and update your Salesforce record for every new incoming SMS
With this workflow, for every new incoming SMS, get a notification in your Slack channel, create a Zendesk ticket, send an SMS via Nexmo, and update records in your Salesforce account.
Send Slack notifications, create a Zendesk ticket, send SMS via Nexmo, and update your Salesforce record for every new incoming SMS
3) Send Cisco Webex Teams notifications for new Office 365 events:
With this workflow, whenever a new event is added in your Office 365 account, get a notification of the same in your Cisco Webex Teams account.
Whenever a new event is created in Office 365, notifications will be sent on Cisco Webex Teams notifications
4) Post messages to Cisco Webex Teams for new members in your Dropbox Business account
Whenever a new member is added to your Dropbox Business account, a notification will be sent to your Cisco Webex Teams account.
Post messages to Cisco Webex Teams for new members in your Dropbox Business account
5) When a new code is committed on Github, send an email via Gmail
With this workflow, each time a new code is committed on Github, an email will be sent via Gmail to a specified email address.
When a new code is committed on Github, send an email via Gmail
6) Add rows in Excel Online, cards in Trello, and post messages to a channel in Slack for new deals in Pipedrive
Whenever a new deal is created in your Pipedrive account, the following events will automatically happen:
a) a row will be added in your Excel Online,
b) a card will be created in Trello, and
c) a notification about the new deal will be sent to your channel in Slack
Add rows in Excel Online, cards in Trello, and post messages to a channel in Slack for new deals in Pipedrive
7) Add rows to the spreadsheet in Google Sheets for ShowGizmo sessions
With this workflow, Built.io Flow Enterprise will automatically fetch all the sessions of your ShowGizmo account and will add their details to the rows in the specified sheet in Google Sheets.
Add rows to the spreadsheet in Google Sheets for ShowGizmo sessions
8) Moxtra Realty Automation
Any time a new row is added to a Smartsheet, this flow will locate that address on Google Places, post it to a binder in Moxtra and schedule a meeting to follow up.
Moxtra Realty Automation
9) Moxtra Developer Commit Management
Whenever new code is pushed on the specified repository in GitHub, Built.io Flow will automatically post its details to the specified binder in Moxtra and will add a new to-do in Moxtra to verify the commit. It will then add a new row in Google Sheets spreadsheet, and will also send an SMS via Twilio to a number notifying about the new commit.
Moxtra Developer Commit Management
10) E-Commerce Transaction Processing Using Moxtra Notifications
When a new order is created in your Shopify account, Built.io Flow automatically adds its details in a row in the specified sheet in Google Sheets, creates a new contact in the specified list in ActiveCampaign, and posts its details on the specified binder on Moxtra.
E-Commerce Transaction Processing Using Moxtra Notifications
With iPaaS, you can streamline and simplify the complicated processes which will, in turn, result in increased productivity and profitability.
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