suggested automation during a sales call

[alaa bebar]

Automation for a finance company that can help me do as little as possible in a sales call with a client.
I did set the following automation :
1. documents sent to a folder in the drive
2. gathering data from, clients by sending Google Forms links and then sending them to my Google Sheets as my CRM

what should I add to my automation arsenal to just focus on the sales process?

 

[ArshilAhmad]

Hi @alaa bebar,

I am afraid I don't have much information regarding this query of yours. However, we do have a Facebook Group where you can inquire with our users about the types of automation they implement in Pabbly Connect for sales processes. It's possible that you may find helpful insights there.

Log into Facebook

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You can also check out our YouTube channel.

https://www.youtube.com/@Pabbly/featured

 

[alaa bebar]

thanks, Arshil, helpful and efficient as usual!