Eagle CRM: Automations course - Video

Learn about all aspects of your Automations within Eagle CRM.

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About this course

This Eagle video course is designed show you how to create seamless and highly efficient workflows tailored to your specific needs. Each automation is built based upon triggers and actions that automatically perform tasks. 

At the end of this course, you will be able to:

  • Understand what is an automation
  • Create an automation
  • Manually start an automation
  • Manually stop an automation

Curriculum0 hr 23 min

  • What is an automation 0 hr 1 min
  • Overview of automations 0 hr 4 min
  • Creating an automation 0 hr 3 min
  • What is a trigger 0 hr 4 min
  • What is an action step 0 hr 6 min
  • Checking the status of an automation 0 hr 4 min
  • Manually trigger an automation 0 hr 2 min
  • Survey

About this course

This Eagle video course is designed show you how to create seamless and highly efficient workflows tailored to your specific needs. Each automation is built based upon triggers and actions that automatically perform tasks. 

At the end of this course, you will be able to:

  • Understand what is an automation
  • Create an automation
  • Manually start an automation
  • Manually stop an automation

Curriculum0 hr 23 min

  • What is an automation 0 hr 1 min
  • Overview of automations 0 hr 4 min
  • Creating an automation 0 hr 3 min
  • What is a trigger 0 hr 4 min
  • What is an action step 0 hr 6 min
  • Checking the status of an automation 0 hr 4 min
  • Manually trigger an automation 0 hr 2 min
  • Survey