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Automation in Team Module

CRM for everyone opens up module creation to non-admins as mentioned here. This brings the work of customer facing teams into the CRM and gives it context. But teams will soon want to automate repetitive work to make their processes faster and to focus on more important tasks.

Teams do not have to rely on org admins for automating their team's work or managing their team's processes. With CRM for everyone, team module admins can do this on their own. This lets teams configure and own their processes fully, while reducing the load on the org admins.

They can do this by using the following features:

For automation needs that involve org modules, other team modules, or other apps, teams can contact org admins or users with the Manage Automation permission. For example,

  1. If an onboarding session (team module record) needs to be created automatically on the successful closure of a deal (org module record), the org admin can create a workflow rule but not the team module admin.
  2. If a webhook needs to be fired to another app on the successful completion of an onboarding session, the org admin will have to create it, not the team module admin.