48 docs tagged with "crm"

Learn how to use the Add a note to the company action to log a note on a company record in an automation.

Learn how to use the Add a note to the contact action to log a note on a contact record in an automation.

Learn how to use the Assign a company owner / salesperson action to set a team member as the owner of a CRM company record in an automation.

Learn how to use the Assign a contact owner / salesperson action to set a team member as the owner of a CRM contact record in an automation.

Learn how to use the Associate a company and contact action to link a company and contact record in the CRM.

Learn how to use the Associate custom object with activity action to link a custom object record to a CRM activity.

Trigger predefined automation actions directly from CRM views without setup or workflow creation.

Learn how to use the Close all sales opportunities action to close every open opportunity on an account.

Learn how to use the Close opportunity action to close a specific opportunity on an account.

Learn how to use the Create a company action to create a new company record in your CRM.

Learn how to use the Create a contact action to create a new contact record in your CRM.

Learn how to use the Create a CRM sales task for the company action to create a task on a company record.

Learn how to use the Create a CRM sales task for the contact action to create a task on a contact record.

Learn how to use the Create a custom object action to create a new custom object record in your CRM.

Learn how to use the Create a sales opportunity action to create a CRM opportunity on an account with pipeline, stage, and custom field configuration.

Create custom CRM modules to track industry-specific data like equipment, properties, or vehicles alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Upload files to CRM and see auto-generated summaries to improve discoverability.

Guide to the Business App CRM - contacts, opportunities, sales pipelines, forms, and tasks for managing customer relationships and closing deals.

The full definition of each CRM lifecycle stage, how automatic transitions work, and how to manually change a stage.

Group, reorder, and hide CRM fields to control how contact, company, opportunity, and custom object records are laid out

Upload files to contacts and companies with AI-generated summaries in the CRM.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find contact action to search for an existing CRM contact by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Learn how to use the Get an opportunity action to retrieve an opportunity and bring it into scope for downstream steps.

Learn how to use the Get company from contact action to retrieve the company linked to the contact in scope.

Learn how to use the Get contact from company action to retrieve a contact linked to the company in scope.

Learn how to use the Get custom object from company action to retrieve a custom object record linked to a company.

Learn how to use the Get custom object from contact action to retrieve a custom object record linked to a contact.

Learn how to use the Get open opportunities action to retrieve all open opportunities on an account.

Learn how to use the Get or create the associated account action to retrieve or create the account associated with a company.

Learn how to use the Get the associated company action to bring a company record into scope from an account-scoped trigger.

Learn how to organize your event types into Groups and Service Menus to give prospects a single link where they can choose the right meeting or service.

Learn how to use the Log a call activity to the company action to record a call on a company's activity timeline.

Learn how to use the Log a call activity to the contact action to record a call on a contact's activity timeline.

Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.

Learn how to use the Modify a call activity for the company action to update an existing call activity on a company.

Learn how to use the Query opportunities action to search for opportunities based on filter criteria.

Capture in-person meeting audio from the My Meetings page and upload it to the CRM for AI-powered analysis.

Learn how to use the Reopen opportunity action to return a previously closed opportunity to an active pipeline stage.

Learn how to send a meeting request email directly from a contact's profile in the CRM, so they can pick a time that works for them.

Learn how to use the Set account lifecycle stage action to change an account's lifecycle stage to Lead, Prospect, or Customer.

Why SMS campaign messages aren't delivered, what the consent states mean, and how to update SMS consent for a contact.

Learn how to use the Update company action to update fields on an existing CRM company record.

Learn how to use the Update contact action to update fields on an existing CRM contact record.

Learn how to use the Update custom object action to update fields on a custom object record in your CRM.

Learn how to use the Update opportunity stage action to move an opportunity to a different pipeline stage.

Complete guide to Vendasta's Zapier integration, including setup, automation triggers, and frequently asked questions.