
theCRM: Integrations
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 workflows using 100+ no-code bots currently available in airSlate.Access your go-to automation features right in your theCRM account
Complete your theCRM Integration and make things work faster
Automate your processes with WorkFlow's integration bots for theCRM
Questions & answers
How to use the theCRM Integration
Having the automation functionality up your sleeve can help you speed up a lot of manual processes you handle on a daily basis with your theCRM. This solution requires no programming in the process of integrating, configuring, or executing the automated processes. All you need to do is take a few minutes to configure the automation linked with your platform.Airslate workflow integrations.
Here are a few things that automation will help you with:
- Get or send automated notifications caused by the actions in your CRM. Set up the bots that can keep you in the loop regarding the modifications in your customer profiles or documents related to them. Airslate workflow integrations.
- Populate documents with data from your CRM. Connect your platform with the automation bots and never transfer data automatically again.
- Transfer information right to your CRM from the finished documents to preserve information accuracy and save your time.
Discover more uses of this cutting-edge technology in your everyday operations with clients’ profiles and increase your efficiency with no additional coding .Airslate workflow integrations.
Other bots often used with theCRM integration
How to set up automated processes with theCRM Integration
theCRM Integration in a few simple steps
- Access your airSlate WorkFlow profile or take a few minutes to sign up a new one.
- Open the Dashboard and build your first workflow by adding a document. You can as well select a suitable template with automation and the necessary file(s).
- Route the actions around the document in the Steps configurations.
- Go to the Bots tab to set up the theCRM Integration. Find the name of your respective system in the bot list and choose the type of automation you aim for.
- Set the conditions for the bot to run and click Install bot to save the changes.
- Go on to the sharing options and send the workflow as a test or deliver it to the involved individuals immediately.

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