After you integrate SmartReach.io with your CRM, you can automate workflows. Workflows function based on Triggers and Actions. Any new event in one tool would be a trigger and there can be a corresponding action in your connected tool.
For example if you have connected Pipedrive CRM with SmartReach.io,
Whenever a new prospect is added to your SmartReach.io account, you can add this prospect into PipeDrive
You can do this with the help of following steps:
Step 1: In your SmartReach.io account, goto Settings --> Workflow Automation and Create a new workflow.
Step 2: Name your workflow
Step 3: Select the app in which you are creating the trigger
Step 4: Select Event as per your use case
Step 5: Select the App in which you want to create an action
Step 6: Select the action and press save and Start Workflow.
