Google Forms Actions and Triggers in Workflows Automatically capture Google Form responses and trigger powerful follow-ups inside Workflows.With native Google Forms triggers and actions, you can sync leads, trigger CRM automations, and build conditional logic – without Zapier, Pabbly, or manual imports. TABLE OF CONTENTS Google Forms Actions and Triggers in…
If you are unable to receive the OTP (One-Time Password) while verifying your WhatsApp number in a sub-account, this article will help you identify the cause and resolve the issue. Why This Issue Happens The most common reason OTP verification fails is that the phone number you are trying to…
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Tax ID numbers have to be updated by all customers worldwide to ensure we are meeting our tax obligations. Here’s a quick guide to update the Tax information for your account. Value Added Tax (VAT)If your organization is located within the European Union, Norway, Turkey, or the United Kingdom, Value-added…
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Marketing Audit Report Generation workflow action allows you to automatically create a Marketing Audit Report for every new lead (contact) added to your sub-account. With workflow automation, you can instantly enrich new contacts, understand their online presence,…
Connecting your Google account to CRM allows you to GBP, Media storage, ads manager directly from your CRM. This guide walks you through how to connect your Google account, what permissions are required, and how to confirm the integration is working properly. How to Connect / Disconnect From the Sub-account,…
A2P 10DLC registration is a process used by U.S. cellular carriers (e.g. Verizon, AT&T, T-Mobile, etc) to verify who is sending SMS (text messages) and what is being sent to their customers. This helps ensure your contacts are receiving message they actually want to receive. Follow these guidelines to avoid…
Create and manage Custom Objects to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom Objects are supported across the app, how to set them up step-by-step, plus FAQs and links to related features such as SmartLists, Workflows, and Dashboards. TABLE OF CONTENTS…
Custom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities. They’re ideal when your CRM needs to reflect real-world entities, relationships, or processes unique to your business. Admins can define Custom Objects from Object Settings, then add custom fields, set up associations,…
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Marketing Audit Report Generation workflow action allows you to automatically create a Marketing Audit Report for every new lead (contact) added to your sub-account. With workflow automation, you can instantly enrich new contacts, understand their online presence,…
