FunnelSource Bot

BCI teams with FunnelSource to provide powerful visibility into an organization's sales pipeline. Funnelsource pricing.

Try automation, it’s free!

BCI teams with FunnelSource to provide powerful visibility into an organization's sales pipeline. Funnelsource pricing.

Try automation, it’s free!
Please note: FunnelSource 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 is a all natural platform that connects people and their business processes via RPA and DPA methods

airSlate is a all natural platform that connects people and their business processes via RPA and DPA methods. Its successful automation Bots, like the FunnelSource Bot, involves teams and makes them more collaborative, and more on top of their work. Try it yourself.
What the FunnelSource Bot does
Use the Bot to build productive, automated workflows, that any employee can create and manage by themselves. Configuring the Bot is simple and only takes a few minutes. Simplify data routing processes.
When to use the FunnelSource 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 options 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 FunnelSource Bot. No coding required.

picture-1
Step 1
Install and configure the Bot
Select the FunnelSource Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the FunnelSource Bot to your workflow and start configuring it without coding or APIs.
picture-2
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the FunnelSource 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 FunnelSource Bot in action.
texture 1texture 2texture 3

Install FunnelSource Bot to automate your workflow

How to use the FunnelSource Bot

By using airSlate, you can also make unique, clear workflows to help your teams control critical processes in a single integrated and protected Workspace. Our modern no-code instruments, much like the FunnelSource Bot, will assist you to be a lot more productive and prevent errors when working remotely.Funnelsource pricing.

Configure your automated workflow in only a few clicks:

  • 1.If you don’t have an airSlate membership, sign-up and sign in.
  • 2.Create a Flow and generate a new file.
  • 3. When your documents are ready, go to the Bots menu. Find the FunnelSource Bot in the list and choose it. Funnelsource pricing.
  • 4. Set issues (when it’ll be triggered) and chart areas. Funnelsource.
  • 5. Set and identify circumstances that’ll lead to the Bot (Recipient/Date/Flow).
  • 6. Click Apply setup when done. Funnelsource.

Align goals, set up the FunnelSource Bot and easily manage deadlines to keep your teammates on the same page .Funnelsource pricing.

How to create and implement FunnelSource Bot in your work-flow

No-code automation represents a new approach in operation process managing. Now, any business, irrespective of dimensions and business, can get rid of the most repeated and admin duties. Lessen costs, save time, and raise productivity. Discard the superstition that you desire a lot of money or numerous years of development expertise to speed up functions. With airSlate, every little thing is much easier. The all-in-1 program enables you to execute any work-flow when Bots take control handbook responsibilities. Take full advantage of functions that run instantly without the need of human assistance and sense comfortable being aware of papers and files are increasingly being directed in between systems and end users night and day.
See how easy it is by using the FunnelSource Bot and implement it in your Movement straight forward:
  1. Log in in your bank account. Should you don't have 1 nevertheless, sign up 1.
  2. Commence configuring your Movement or make a completely new one.
  3. Go to the Bots area and judge the FunnelSource Bot through the dropdown collection.
  4. Guide out job areas and modify the settings in your desired goals.
  5. Set up performance conditions to stipulate when you want the Bot to behave.
  6. Take full advantage of Innovative settings to protect distinct demands without the need of implementing additional tools and remedies.
  7. Just click Utilize set up and go on to the exam work.
  8. Develop a Flow and distribute your Movement.
Furthermore, you are able to path the path of the record in click throughs. Check out your Movement settings and view the Bots log to be sure that your FunnelSource Bot is doing work. airSlate provides every Movement with translucent managing, so you can keep it current without the need of sophisticated expertise in RPA modern technology. If you're willing to improve the complete construction of your respective company, airSlate is actually a smart choice. Get going right now!
Illustration for How to Guide section