Master SmartSuite Automations: Finding Records & Boosting Workflow 😎

Maximize the potential of your SmartSuite automation with our comprehensive guide on the 'find records' action. Elevate your workflows by learning how to locate multiple records, update them simultaneously, or even pinpoint one specific record for further actions. This tutorial will help you boost your workflows and reclaim more of your time thanks to SmartSuite automation! Whether you're new to no code tools or need a refresher on automation, you'll learn tips and strategies to save you countless hours. Tune in to discover how you can take your SmartSuite automation to new heights! 👇
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Learn more at these links: 🔗 👇
Learn the basics of Automation!
www.gapconsulting.io/webinar-...
Sign up for SmartSuite today!
partners.smartsuite.com/sales...
Getting Stuck? See how we can help!
gapconsulting.io
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Table of Contents: 📖 👇
00:00 - What this video covers
01:13 - Setting up the sales template in SmartSuite
02:11 - Scenario 1: find multiple records and update data
08:47 - Scenario 2: Find one record and use data in Automation
13:57 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
SmartSuite - partners.smartsuite.com/sales...
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