Pre-fill Automate Market research – service survey fields from a CRM, Spreadsheet or database records
-
Pre-fill from CSV file Bot Pre-fill a Slate with data taken from CSV file
-
Pre-fill from CSV File dropdown options Bot Pre-fill dropdown fields from a CSV file
-
Pre-fill Document Bot Pre-fill doc with data taken from another doc
-
Pre-fill from Excel Spreadsheet Dropdown Options Bot Pre-fill dropdown fields from XLS/XLSX spreadsheet
Extract data from Automate Market research – service survey to a CRM, Spreadsheet or database
-
Export to Microsoft Dynamics 365 Bot Export completed Slate to Microsoft Dynamics 365 record
-
Export to Excel 365 Bot Export data from a Slate to Office 365 Excel
-
Export to NetSuite record Bot Export completed Slate to NetSuite record
-
Export to Salesforce Bot Upload Slates to the record inside Salesforce
Archive Automate Market research – service survey to Google Drive, Dropbox, OneDrive and other cloud storage services
Assign recipients to fields and route the document automatically
Automate repetitive tasks in CRMs, G Suite, and other systems of record
-
Export to Google Sheet Bot Export data from a Slate to Google Sheets
-
Pre-fill from Google Sheets Bot Pre-fill a Slate with data from a Google Sheet
-
Pre-fill from Google Sheet dropdown options Bot Pre-fill dropdown fields from a Google Sheet
-
Invoke Salesforce process Bot Start Salesforce process after Slate is completed
Save an average of 8 hours per week with an automated Automate Market research – service survey workflow
Spend an average of 10 minutes to complete a Automate Market research – service survey document