Gone are the days where calls held by your Sales Reps would be lost in the ether because their integrations were not correctly configured! We’ve at last released the option for you to establish Team Workflows for your favorite integrations!
If you have a Billing Admin or a Team Admin role, you can seamlessly set up workflows with Hubspot, Salesforce, Salesloft, Monday.com, Zoho and Pipedrive, and with Confluence and Slack, for your entire Team from a single screen.
Don’t forget to check the bottom part of this article for important information on the logic of the Team workflows!
Setting up your Team workflows
Open your Integrations page
Click on the app you’d like to set up the Team workflow for
Select Team workflow in the window that will pop up
Make whichever adjustments you need in the Configuration tab of your integration of choice!
When you enable the Team workflow, we’re running the integration for every meeting your team members record. For your CRM integration of choice, for example, we’ll assign the meeting notes to the Contact or Deal of the person your Team Member was meeting with, regardless of who in your Team held the meeting!
Keep in mind that the Team workflows will not be triggered for Team Admins and Billing Group Admins, to ensure that you retain privacy and control over your meeting notes and recordings. You can have the exact same setup of your Team workflows on your Personal workflows.
Pairing Team workflows and Team templates
No more taking notes in your meetings, no more manually filling in the CRM, no more sending updates in Slack, and now no more individual set-up! You can even set up Team templates to have everyone’s notes correctly aligned and are consistent across different Contacts and Deals.
Editing existing workflows
You can always check which workflows are enabled by clicking the “Team workflows" tab in your Integrations section, and you’ll know exactly what’s being triggered for your recordings.
These configurations can only be adjusted by Team Admins and Billing Group Admins - the Team Members will not have the possibility of making changes to the workflows themselves.
More important information
The Team workflows are not available on the Free plan or if you have an account with a public domain, since you need to be paid a Team to make use of them. Read more about it here!
The Team and Billing Admins need to have at least one Member in the Team to enable this function. See more about the Team roles here.
The Team workflows will not be triggered for the Team and Billing Admins, only for the Members! If you are a Team or Billing Admin, you will need to set up an individual workflow.
The reason the Team workflows are not triggered for Team and Billing Admins is to allow each of them to have more granular privacy settings. As an Admin, you can set up your own workflows, and not have them overwritten by the ones you set for your Team!
If you are a Member of a Team, and have an Individual workflow enabled for the same app that your Admin has enabled a Team workflow, the integration will run twice and separately - the Team workflow does not cancel your own
To prevent duplicate entries in your apps of choice, the Team Members should turn off their Personal workflows
If you’d like to see Zapier integrations be part of the Team workflows, hit the “I’m interested" button, and we’ll review which apps we can make this possible for!