NEW: Use Qwilr's Automations to handle your team's admin

Manual work leads to human error and inefficient processes.

Qwilr’s Automations, officially launching today, are here to change that.

Let's face it, all that admin is killing your momentum.

Not only is it time consuming; it leads to costly errors that can have severe consequences for your team, and your business as a whole.

This is where our Automations, available for Salesforce, HubSpot and Slack, come in…

Run your perfect proposal process, every time

Our Automations can help you and your team run efficient, error-free processes – from proposal creation to post-close admin – every single time.

You might be thinking “Haven’t I seen Automations in Qwilr already?”

We’ve had HubSpot Automations in beta for some time and released a series of Slack Automations in September last year. Plus, we just announced our new Salesforce Automations.

Now we’re bringing everything together – fully integrated, publicly available and ready to tackle all your repetitive, time-consuming busywork.

What can you do with our Automations?

HubSpot

If you’re a HubSpot user, you’re about to save hours every week.

From one-click proposal generation to sending an automated welcome email once the deal has been won, Qwilr can take administrative busywork off your plate and help you focus on selling.

Here’s a little glimpse of what’s possible with our HubSpot Automations…

• Keep your pipelines clean - Update your pipeline stage when a Qwilr page status changes, so your CRM knows as soon as the deal has been won or lost.

• Sending personalized invoices – Sync accepter names, emails and organizations – or any custom responses – and then use these deal fields as conditions to automatically send personalized invoices, allowing your reps to focus on their next deal.

• Triggering tasks for reps – Qwilr works efficiently with HubSpot’s Workflows tool, and this means you can create tasks for reps, like following up when a page is declined or accepted.
  

Get started with HubSpot Automations.

Salesforce

The same is true for Salesforce – there are seemingly endless possibilities for what you can achieve with our Automations.

Here are just some ideas to get you started…

• Syncing opportunity line items – Tired of chasing reps to update which package your buyer selected? Automatically sync the opportunity line items in Salesforce to match the items accepted via Qwilr.

• Sending expiry reminders – Connecting Qwilr with Salesforce Flows allows you to set up hands-free sequences that help drive deal urgency. For example, you can use the expiry date of your proposal to automate a reminder email from Salesforce that the deal is expiring soon.

• Segmenting welcome messages – By syncing payment captured in Qwilr with Salesforce, you can trigger specific welcome emails that vary depending on whether or not your client has paid, partially paid, or not paid at all.

You’ll be amazed at how much time you can save your reps – and how your results change, once they’re focused on closing, not admin.

Create a Salesforce Automation.

Slack

Our Slack Automations allow you to receive notifications directly in Slack when something notable happens in your proposals – allowing you to perfectly time your outreach.

For example, you can receive an automated notification when…

• A buyer starts to sign your proposal, but then abandons the process – This gives you the opportunity to address any last-minute concerns.

• A buyer adjusts your pricing – This is a strong buying signal, and indicates that your buyer is seriously considering your offer. It could be your cue to get in touch and seal the deal.

• Someone new views your proposal – This helps you establish a clear picture of your buying committee and track who’s taking a look at your offer.
  

Set up Slack Automations.

Reduce errors, admin and inefficient processes

The examples above barely scratch the surface of what’s possible – and we can’t wait to see all the creative ways that you put our Automations to work.

Head to our Automations Library and start setting up your automations today!

If you want to learn more, check out our HubSpot, Salesforce and Slack help documents.

Or, to get help setting up an Automation, get in touch with our Support team.