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.

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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

The overall goal of data integration and its key approaches
The value of CRMs for business efficiency
The process of Salesforce integration (setup, Bots, and components)
The process of MS Dynamics 365 integration (Bots, customization, and stages)
The process of Netsuite integration (configuration and Bots)
Using airSlate to generate documents in Salesforce and its working processes
The DocX template syntax and its possibilities
Duration 2 weeks
Commitment 6-8 hours per week
Certificate Verified Certificate
Subject Integrating Workflows with CRMs
Level Advanced
Language English
Price Free

Pursue a Verified Certificate to show off the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Become an airSlate partner by learning how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using the airSlate platform.
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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.

Learn more about airSlate partnership benefits

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