hello guys, im new user of pabbly what

[CoinFlare_Finance]

hello guys, im new user of pabbly ,some staff member helped me automate my g,ail documents to google drive.
my question is what should i automate also for a telemarketing company that offers financial services?
kindly alaa

 

[ArshilAhmad]

Could you please elaborate a bit more on this use case?

 

[CoinFlare_Finance]

what tools i should also automate like adding automaticlly documents in a folder , the back office tasks and some what sort of things

 

[ArshilAhmad]

Here are a few things you can automate using Pabbly Connect. I highly recommend you check out our YouTube channel https://www.youtube.com/@Pabbly/videos

Data Entry and Reporting:

• Automatically gather data from various sources and consolidate it into a centralized database or reporting tool.
• Generate and send daily, weekly, or monthly reports to stakeholders.

File Management and Sharing:

• Automatically organize and categorize files in cloud storage services like Google Drive or Dropbox.
• Share files or folders with specific team members or clients based on predefined rules.

Event Registration and Management:

• Automate event registration processes and integrate with calendar and communication tools.
• Send event reminders, collect feedback, and follow up with attendees automatically.

Survey and Feedback Collection:

• Automate the distribution of surveys and feedback forms to customers and collect responses.
• Trigger actions based on survey responses, such as sending thank-you emails or escalating negative feedback to support teams.

Invoice and Payment Automation:

• Connect your invoicing software (e.g., QuickBooks, FreshBooks) to Pabbly Connect to automate the generation and delivery of invoices to clients.
• Set up automated payment reminders and follow-ups for overdue invoices.

Lead Generation and CRM Integration:

• Automatically capture leads from web forms and add them to your CRM system like Salesforce, HubSpot, or Zoho CRM.
• Send automated follow-up emails to leads based on their interactions with your website or emails.

I am sharing below a few videos that demonstrate the most popular automation on Pabbly Connect.