Order Management Series Bonus 1: Automate Quote & Order Entries

Published: 27 June 2024
on channel: Zack @ InnerDev Solutions
117
4

In this video, I show you how to streamline your order management process by integrating Gmail and relay.app. Learn how to automatically pull data from quote and order requests received via email and add it to your order management system. Follow my step-by-step tutorial to create workflows, add labels, and automate responses, making your business operations more efficient.

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Learn more here ⬇️

Contact Us - https://innerdevsolutions.com
LinkedIn -   / zackstevenson  

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Table of Contents 📖 ⬇️

0:00 What I cover
1:08 Setting Up Your Workflow
2:02 Creating and Testing the Automation

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Software Tools (may contain affiliate links) ⬇️

Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
Relay - https://relay.app/zack

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#zackstevenson #ordermanagement #smartsuite


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