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: You can also add conditions for the workflow to work for specific campaigns
Step 6: Select the app in which you need to create the action
Step 7: Select the action that has to be initiated in that app.
Step 8: You can now save and start the workflow
PS:. If you are trying to update activity in your CRM and if the prospect already doesn't exist in your CRM you can create the prospect and execute the workflow.
