Salesforce CPQ Bot

Read the release notes to learn about the latest additions, changes, and fixes to Avatar for Salesforce CPQ. Cpq workflow.

Try automation, it’s free!

Read the release notes to learn about the latest additions, changes, and fixes to Avatar for Salesforce CPQ. Cpq workflow.

Try automation, it’s free!
Please note: Salesforce CPQ 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.

Optimize, control, and observe all of your work within one unified digital Workspace with airSlate

Optimize, control, and observe all of your work within one unified digital Workspace with airSlate. Get access to a platform that takes the best RPA practices and uses them to create amazing workflow automation. Keep it smart with the Salesforce CPQ Bot.I Take full power over your workflows, no matter how unpredictable or complex they might be. Embrace the power of an agile workflow automation platform — airSlate. It’s loaded with the best features like the Salesforce CPQ Bot for routing info.
What the Salesforce CPQ 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 Salesforce CPQ Bot
Set up the Bot to connect business productivity methods, automate workflows, and boost performance. Use it for automating and connecting complex business processes. Manage all your projects, teams, and their data with a tool that reduces human-prone errors.

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

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Step 1
Install and configure the Bot
Select the Salesforce CPQ Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Salesforce CPQ 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 Salesforce CPQ 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 Salesforce CPQ Bot in action.
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Install Salesforce CPQ Bot to automate your workflow

How to use the Salesforce CPQ Bot

AirSlate presents everything you need to optimize advanced procedures inside a single integrated environment powered by superior automation Bots. Thanks to revolutionary technologies in robotic process automation (RPA) you can with no trouble automate much of your business when using the exclusive no-code Salesforce CPQ Bot.Cpq workflow.

Set up the airSlate Bot to take your Flow to the next phase:

  • 1. Log in to your secured airSlate Workspace or add the new one.
  • 2. Produce a Flow and generate a new file. Cpq workflow.
  • 3. Press the Bots icon to find the Salesforce CPQ Bot.
  • 4. Next, select Settings and select both General and Advanced. Power generation cpq.
  • 5. Set and indicate issues that’ll cause the Bot (Recipient/Date/Flow).
  • 6. Finish by tapping Apply setup. Power generation cpq.

Don’t hold off any longer, get full use of the easy-to-configure Salesforce CPQ Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Cpq workflow.

Unlock a lot more options for your personal company with the Salesforce CPQ Bot

Are you feeling stressed by details and the never ever-ending channels of activities? Come up with a wise relocate by leaving those to automation. Our cloud-structured automation solution capabilities lots of Crawlers robust sufficient to manage almost any mundane details-large project generally done by people. Learn to set up and acquire the best from the Salesforce CPQ Bot by following these guidelines.
How to set up the Salesforce CPQ Bot and speed up repeated and monotonous duties
  1. Sign up your account if you're unfamiliar with airSlate, or log in for your current a single.
  2. Generate and individualize your Workspace. You may want to set up as many department-distinct Workspaces since you need.
  3. Go through the Flows tab on the still left to produce a new one or become a member of a preexisting a single.
  4. Look at large catalog of reproduced document templates, produce a single from the beginning, or publish your very own kinds.
  5. Modify content to make it fillable by adding wise career fields.
  6. Generate distinct dependencies involving career fields if you make them conditional.
  7. Find the Salesforce CPQ Bot through the catalog and combine it with your work-flow.
  8. Set up the Bot and put the circumstances that will make it respond based upon pre-programmed reason. Be aware that circumstances might be connected to consumer tasks, schedules and regularity and details.
  9. Look at and increase the amount of Crawlers to speed up other places of your work-flow.
  10. Start the Movement and look if the Bot has been empowered effectively.
Now to you. Streamline your company's operations with ease and utilize the Salesforce CPQ Bot and also other Crawlers to alleviate day-to-day document schedule once and for all.
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