AgencyZoom

In the Automation Fundamentals Webinars, we go over workflows, tips, and settings needed for setting up Automation within AgencyZoom. The Webinar has been split up into four sections, each covering a different element of Automation. One is tailored for both non-admins and admins, and the other three specifically cover material relevant to admins. 

Part 1: How Automation Works: (Non-Admins &amp; Admins)

Part 2: Managing and Editing Automation Workflows (Admins)

Part 3: Creating an Automation (Admins)

Part 4: Lead Sources, Tags, Templates, and System Settings (Admins

Learn everything about setting up Automation from A to Z

Automation Fundamentals Webinar

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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