July 22, 2022

How to Create an Approval Process in Salesforce

 

An approval process is a form of Salesforce automation that allows for records to require approval before moving forward through an operation. Approval processes in Salesforce can be used in an almost limitless number of ways. Any time a person in your organization needs to check a record for any reason, automating that task helps save time and creates consistent processes.

From granting a[…]

January 04, 2022

HubSpot Workflow Automation to Clean Your CRM Data Right As It Enters

Automation is at the heart of modern companies’ ability to grow. Smart automation makes an entire organization more effective.

But one thing often holds companies back from using it to its fullest potential: clean, reliable data. Automation requires it, but few companies have it. Inaccurate data cost the US economy $3.1 trillion in 2016, and only 3% of companies meet basic data quality standards.

June 16, 2021

How Quick Attach Used the Insycle Workflow Integration with HubSpot to Resolve CRM Data Issues and Improve Customer Experience

Who is Quick Attach?

Quick Attach is a construction equipment company that designs, manufactures, and markets attachments for machines by Bobcat, Caterpillar, John Deere, and others. 

Josh Didier is the Senior Database Administrator for Quick Attach. After inheriting a system to manage their contact database, Josh discovered that due to duplicate records and data issues, their sales and[…]

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