ClosePlan Bot

Align Salesforce with Your Sales Strategy | Closely combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. Closeplan.

Try automation, it’s free!

Align Salesforce with Your Sales Strategy | Closely combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. Closeplan.

Try automation, it’s free!
Please note: ClosePlan Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your Flows using 100+ no-code Bots currently available in airSlate.

AirSlate encourages users to operate faster and more efficiently with a Workspace suitable for effective, electronic cooperation

AirSlate encourages users to operate faster and more efficiently with a Workspace suitable for effective, electronic cooperation. Utilizing the Closely Bot organizations of all sizes have been boosting their information routing workflows. Give airSlate’s automation features a try and arrange higher ROI with comprehensive DPA methods.
What the ClosePlan Bot does
Use the Bot to connect the different business productivity solutions you already use without having to code. It helps you automate the most complex workflows and simplifies in-team/cross-team collaboration. Never lose deals or slow down processes because of typos again.
When to use the ClosePlan Bot
Use the Bot to create flexible workflows that keep you in control processes, not the other way around. With our automation Bot, connect the business productivity solutions you already use without the need to code. Organize and automate workflows in a few simple steps.

Get your automated workflows up and running in minutes with the ClosePlan Bot. No coding required.

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Step 1
Install and configure the Bot
Select the ClosePlan Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the ClosePlan Bot to your workflow and start configuring it without coding or APIs.
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Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the ClosePlan Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the ClosePlan Bot in action.
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Install ClosePlan Bot to automate your workflow

How to use the ClosePlan Bot

Almost all workflow automation providers don't meet consumer objectives because of their nature and further expectations. airSlate is really different. Employing it, you can easily use hundreds of methods like the Closely Bot and simplify routine processes.Closeplan.

Give your own team the things they are worthy of and carry out the Closely Bot:

  • 1. Log in to your secured airSlate Workspace or add the new one. Closeplan.
  • 2. Create a Flow from scratch or pick a template. Sex rp bot.
  • 3. Go to the toolbar in the right-hand corner and choose the Closely Bot.
  • 4. To set triggers, select Settings.
  • 5. You have the choice of setting Advanced or General functions. Sex rp bot.
  • 6. Select conditions and press Apply setup.

By spending just 10 minutes of your time configuring the Closely Bot, get access to a world of simplified work .Closeplan. Integrate with all the most popular platforms like Google Drive, Dropbox, Salesforce, HubSpot, etc. Increase the way you automate by getting started now.

How to set up and apply Closely Bot into your work-flow

No-program code automation shows a brand-new approach in running a business method managing. Now, any company, regardless of dimension and industry, can get rid of the most repeating and management activities. Reduce expenses, save time, and increase efficiency. Get rid of the superstition that you need big money or years of encoding expertise to speed up functions. With airSlate, almost everything is much simpler. The all-in-a single program allows you to perform any work-flow while Crawlers take control guide responsibilities. Make the most of the functions that run in real time without human being intervention and sense assured knowing documents and files are now being routed among systems and users 24 hours a day.
Discover how effortless it is to apply the Closely Bot and apply it into your Stream hassle-free:
  1. Log in your account. In the event you don't have a single nevertheless, create an account a single.
  2. Start off configuring your Stream or generate a completely new one.
  3. Proceed to the Crawlers section and choose the Closely Bot from the dropdown collection.
  4. Map out career fields and customize the configurations in your goals.
  5. Determine rendering situations to specify when you need the Bot to act.
  6. Make the most of Superior configurations to cover specific specifications without applying added tools and alternatives.
  7. Just click Utilize set up and begin the test operate.
  8. Develop a Flow and spread your Stream.
Furthermore, you are able to monitor the path associated with a paper in clicks. Look into your Stream configurations and look the Crawlers log to make certain that your Closely Bot is doing work. airSlate gives every single Stream with clear managing, so that you can keep it current without superior capabilities in RPA modern technology. If you're prepared to boost the whole construction of your own organization, airSlate can be a smart choice. Get started nowadays!
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