Konnectify Basics: A Beginner's Guide

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Konnectify Basics: A Beginner's Guide

What is Konnectify?

Konnectify is a user-friendly platform that allows you to connect different apps and automate mundane tasks without you having to write a single line of code. 

We’ve designed Konnectify with a ‘You First’ approach to help you streamline your business processes and boost productivity. Long story short, you can save a minimum of 50 hours each week with just one automation workflow.

Key Components of Konnectify:

  • Konnectors: These are the basic building blocks between different apps. Konnectify offers a vast library of apps to choose from to build your own workflow.
  • Triggers: These are events that initiate a workflow in Konnectify. For example, a new email in your inbox could be a trigger.
  • Lookups: You can use lookups to fetch data from one app and use it in another app. That is, whenever a new email is updated, you can use lookups to check if its updated in your CRM
  • Actions: These are the tasks performed after a trigger is activated. For instance, sending an SMS, creating a spreadsheet row, or updating a CRM record. 

So basically whenever a new email is received in your CRM, your sheets get updated with the email ID to help you keep records with ease.

Basic Workflow:

  1. Choose Your Apps: Select the apps you want to connect.
  2. Create a Trigger: Define the event that will start the workflow.
  3. Add Actions: Determine the tasks to be performed after the trigger.
  4. Get it Running: Once your workflow is configured the way you want it to be, click on Activate now to get it running.

Benefits of Using Konnectify:

  • Save Time: Automate repetitive tasks.
  • Increase Efficiency: Reduce the amount of errors by streamlining the workflows.
  • Improve Data Accuracy: Sync data between apps automatically.
  • Enhance Collaboration: Share information seamlessly between teams.
  • No Coding Required: User-friendly interface for easy setup.

Example Use Cases:

  • When a new lead fills out a contact form, automatically create a customer record in your CR
  • When a new subscriber signs up for your newsletter, send them a welcome email 
  • Update inventory levels based on sales orders.
  • Generate reports based on data from multiple apps.

By understanding these basic concepts, you're well on your way to harnessing the power of Konnectify to improve your business operations.

To explore Konnectify , sign up for a free trial today. You can get started by visiting Konnectify.co

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