What is Automation and types of Automation in CRM?

Automation is the creation and application of technologies to produce and deliver goods and services with minimal human intervention. The implementation of automation technologies, techniques, and processes improves the efficiency, reliability, and/or speed of many tasks that were previously performed by humans. Automation is being used in several areas such as manufacturing, transport, utilities, defense, facilities, operations, and lately, information technology.

Types of Automation:

1:  Workflow Automation;

Workflow automation is an approach to making the flow of tasks, documents, and information across work-related activities perform independently defined business rules.


2:  Schedule Automation;

Schedules are automated user-defined actions, which can be performed through Functions either at a particular time irregularly. User-defined actions enable creating unique scheduling situations that can be executed periodically based on your requirements.

3:  Web forms;

Web forms simplify the process of capturing visitors' or users' information from your website into your CRM system