Integrating Workflows with CRMs
This course is aimed at advanced users who work with CRM systems and are looking to automate their workflows. The course covers all the ins and outs of CRM integrations and provides detailed guidelines on how to integrate airSlate with Salesforce, MS Dynamics 365 and NetSuite.
About this course
This learning pathway acts as a deep-dive into airSlate workflow integration with popular platforms such as Salesforce, Netsuite and MS Dynamics 365. You will learn the key skills required to configure airSlate, integrate your workflows with CRMs, generate documents in Salesforce, and implement various use cases.
By the end of this course, you will be able to administer airSlate for Salesforce, Netsuite, and MS Dynamics 365 with full functionality.
What does this course cover?
This course provides a detailed explanation of how to manage airSlate within popular CRMs such as Salesforce, Netsuite, and MS Dynamics 365.
Why was this course made?
This course takes you through the ins and outs of integrating CRM systems with airSlate, and teaches you how to take your company’s business processes to the next level.
Who can enroll?
We recommend this course to all advanced users working with CRMs on a day-to-day basis.
The materials of this introductory course include:
- learning resources to help you grasp the idea of integrating airSlate with popular CRMs.
- interactive practice sessions so you can learn through practical application.
What you will learn
|Commitment||6-8 hours per week|
|Subject||Integrating Workflows with CRMs|
Pursue a Verified Certificate to show off the skills you gain
Achieve your career goals with airSlate’s advanced certification programs
Become an airSlate partner
Students that complete the airSlate certification program are welcome to become airSlate partners. Doing so can jump-start careers in developer automation consulting as well as business analysis.