Today CRM X, tomorrow CRM Y.
Today Demo balance 50, tomorrow 100.
Today Alert at slack, tomorrow at XYZ.
Today all alerts, tomorrow premium customer alerts.
Today Welcome email bla bla, tomorrow dla dla.
Marketing team keeps changing it, they want quick. Give them power to make all these changes.
This video will give one example of how easy it is to create a workflow once signup is done for a customer. Knowing no code or less code is enough to make all it happen.
Signup → Email → CRM → Alert at slack → Demo balance add [All this based on some conditions]
Steps to follow:
- Login to your EBL account, create an endpoint inside your desired project.
- Add this webhook endpoint generated from EBL to your backend(This is needed to send relevant data to EBL for the further process)
- Create a workflow on EBL and connect it with the endpoint created for Signup automation.
- Now add a function using Email API to send out a welcome email. API reference: https://docs.sendgrid.com/for-developers/sending-email/api-getting-started
- Check Alexa rank or who is information using the domain if your signup for lead qualification: API reference: https://whois.whoisxmlapi.com/documentation/making-requests
- Send this signup data to your CRM by adding a function of your CRM, Hubspot maybe. API reference: https://legacydocs.hubspot.com/docs/methods/contacts/create_contact
- Add demo balance to your user or activate free trail if he has come from a specific link.