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Building forms Contacts and sales Sharing, results and your team Secure Inter-Company Workflows Showing videos tagged Automation · Show all videos · 🔗 Copy link to these videos
Contacts and sales 1:19 Pipeline, follow-ups and reports Track deals by stage, get reminders, and see what you won. 1:34 Track every request and automate the next steps Status, assigning, notes and automations. Sharing, results and your team 1:13 Connect your other tools Google Sheets, Google Docs, webhooks and email alerts. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:41 Connect a workflow across two companies Hand cases to a partner business securely, sharing only what you choose. 1:41 New-hire onboarding across HR, IT, payroll and partners One onboarding form tells IT, sends payroll their form and hands the background check to a screening partner. 1:18 Home services: from booking to signed estimate A homeowner books online, the technician gets the job, and the customer signs the estimate from their phone. 1:22 Buying a home, part 2: inspection, title and lender The inspector books, reports and signs on site, and the report reaches the buyer, the title company and the lender at once. 0:56 Set up an inter-company workflow Invite a partner business, they accept, you choose the forms and match fields once, then send a test run as a job marked TEST.
