Latest Updates To Pinnacle Ai CRM

Communities Actions & Triggers

Communities Actions & Triggers

January 17, 20242 min read

Introducing Community Group Actions and Triggers! Now, our CRM allows you to seamlessly manage and automate group access, making your workflows even more dynamic and efficient.

Communities Actions & Triggers: Revolutionize your CRM experience with our latest feature: Community Group Actions and Triggers. Seamlessly manage group access, automate workflows, and optimize your business processes with precision, making your CRM the ultimate tool for small business efficiency.👇🏻

⭐️ Why does it matter to your business?

  1. Streamlined Group Management: Easily add or remove individuals from groups with precision.

  2. Automated Workflows: Trigger actions based on group access changes, saving you time and ensuring consistent processes.

  3. Enhanced Conditional Logic: Create conditional workflows to dynamically respond to group access events, optimizing your business operations.

⭐️ How To Use Communities Actions & Triggers:

  1. Accessing Community Group Actions and Triggers:

Access the workflows by clicking on the automation tab on the left menu bar.

Then go to workflows and click “ +Create Workflow ”.

And then start from scratch or edit an existing one.

  1. Configuring Group Access Actions:

Add a trigger from the trigger list For example we are using “ Contact Tag “.

After adding the triggers we will add an action.

In the condition’s segment go to contact details.

Select Tags.

Now add the “Includes” operator and add the required trigger.

Now add a branch.

After adding the branch, make a segment with “Tag removed”.

After that click on the “+” button to add an action.

Add the “Grant Group Access” Action.

Now add the required group whose access you want to grant.

Now add Another action of “Revoke Group Access” in the removed branch.

Now add the required group whose access you want to Revoke.

This is an overall view of the workflow.

Leverage the power of conditional workflows to automate processes based on real-time group access changes.

Save time and enhance consistency by letting the CRM handle repetitive tasks.

Experience a more efficient and automated CRM workflow, tailored to your small business needs.

Implementing this new feature is quick and easy, bringing unparalleled efficiency to your business operations. Happy automating!

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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