Konnectify Basics: A Beginner's Guide

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:

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• 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.

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

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