Build your business process with clicks, not writing codes by hand. Replicate your success by automating processes throughout your transaction lifecycle. From discounts to coordination processes.
Process Builder provides a simple interface where you can automate your business processes with simple clicks. You can create automatic email alerts for transactions that exceed a certain size, automatically assign tasks to an employee as a transaction progresses through different stages, and much more.
Automate complex sales processes with simple clicks using Process Builder. Create workflows that help sales agents to conduct qualification conversations and recommend the next steps for the deal. Supplement or even replace complex manual tasks, such as individual quotes, with customized workflows.
Automate approval processes for all business requests, including transaction discount approvals, travel and expense reports. Address requests that require manual approval rules directly in chat or email.
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