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Date-triggered automation
When it comes to managing customer relationships, timing is everything. Completing tasks and interacting with prospects and clients at the right moments is crucial.With date triggers, you can automate tasks like sending birthday emails to clients, setting reminders for upcoming meetings, or scheduling calls a week before a deal's expected close date. This way, you can concentrate on growing your business without getting bogged down in routine tasks.
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Automatic Assignment
5 mins
Custom field to trigger automation
5 mins
Getting started with Automations
4 mins
Set up automations for other users
4 mins