Every Thursday before the Pipeline review, ask reps to update any stale opportunities directly in Slack
Whenever a deal is updated to “Closed Won”, initiate a handoff between the AE & CSM in Slack
Whenever a large customer signs up reach out to schedule a demo or enroll them in your best sequence
How many deals are you losing because of the complexity of your tool stack? How much is employee productivity suffering from all the unnecessary work?
SaaS apps
Average number of SaaS apps used per Sales team
Source: Productivof employees report
Customer interactions suffer because of poorly integrated CRM systems
Source: Salesforceof US employees
Experienced burnout at least once this year from chronic workplace stress
Source: AsanaTrusted by
Simply drag and drop the actions you want to perform. Quickly rearrange your workflow as your business evolves. Duplicate entire sections with one click.
Use logic to split your workflow by complex conditions on your fields. Escalate on large deals, require manual reviews in certain cases. The possibilities are endless.
Actions can be fully automated or configured to wait for human input. Use Slack forms to get input where your team already lives.
Trigger directly off of your source of truth be it a CRM, warehouse,
CDP, or database.
Connecting is as simple as logging in.
Use our visual condition builder to drill down a source to exactly
the data you want to trigger on.
No SQL or coding required.
Triggers can be virtually real-time or tune them to fit the rhythm
of your business.
For example, use a CRON expression to sync every Thursday at 9am.
Now the fun begins.
Simply drag and drop the actions you want to perform. Branch the
workflow and handle complexity in a breeze.