Introducing Workflow Actions for Seamless CRM Management
We are proud to announce Bosseo CRM’s exciting new feature, designed to streamline your workflow processes and significantly boost productivity. Building on our commitment to delivering cutting-edge solutions, we now offer three new workflow actions that enable users to create, update, and clear fields of associated custom object records within contact-based workflows.
What’s New?
Create an Associated Record
This feature automates the creation of a custom object record when a workflow is triggered. It allows you to:
- Link the newly created record to a contact using a predefined association label.
- Automatically populate the record with the relevant details.
Update an Associated Record
Modify existing custom object records associated with a contact seamlessly. Users can:
- Update specific fields within the record when certain conditions are met.
- Ensure data accuracy and timeliness within workflows.
Clear Fields of an Associated Record
Manage data cleanup effortlessly by resetting specific fields in a custom object record.
- Remove outdated or erroneous information without deleting entire records.
Key Benefits
✔ Automates data management for custom objects associated with contacts.
✔ Reduces manual effort by dynamically updating and creating records.
✔ Enhances workflow automation for businesses managing multiple data points.
How to Use?
- Ensure custom objects have been created within your subaccount.
- Navigate to Automations > Workflows in Bosseo CRM to start a new workflow or open an existing one.
- Select one of the three workflow actions:
- Create an Associated Record
- Update an Associated Record
- Clear Fields of an Associated Record
- Choose the custom object and association label for linking the record.
- Define the fields to be populated, updated, or cleared based on your action.
- Save and activate your workflow to automate the process.
Use Cases Across Various Industries
Home Improvement Industry
In home improvement businesses, managing client projects can be daunting due to the myriad of details involved. With Bosseo’s new workflow actions, automatically creating records when a project reaches a specific stage ensures that details such as project milestones, materials, and client approvals are updated seamlessly.
Legal Practices
For law firms, keeping track of client interactions and case statuses is crucial. These new actions allow you to update case records with each client interaction in real-time, ensuring lawyers have up-to-date information without redundant manual entries.
Medical Practices
Medical practices can benefit significantly from these automated workflows. For instance, when a patient moves to different stages of care, medical staff can automatically update medical records, ensuring the team always has the latest information at their fingertips.
Why This Feature?
Managing custom object records manually can be labor-intensive and error-prone. Bosseo’s new workflow actions allow users to:
- Automatically create records as contacts progress through workflows.
- Ensure custom object records are consistently updated with the latest data.
- Eliminate expired or unnecessary data without disrupting existing records.
