Skip to main content

Join NetHunt CRM User Community!

Login Now
Sign Up Now

NetHunt Pros
NetHunt Pros

You can find here posts related to advanced NetHunt features.

Share your experience or ask questions to other community members.

Definitions:
Category

Answer
NetHunt Pros
Is it possible to trigger workflow automations by adding a calendar event? ie, change a contacts status
Anna ZhmakinaNetHunt Team
Customer Success Manager
Answered 8 months ago

Hi @Steve Cartwright91 ! Right now, there is no trigger for Calendar events. Please tell us more about your use case, so that we can pass this info to the devs and consider implementing something of this kind in the future.

1 comment
Post
NetHunt ProsSales Hub
Maryna PlashenkoNetHunt Team
NetHunt CRM Community Manager
Posted 10 months ago

What are Helpers in Workflows by NetHunt CRM

When you need to automate a process in your CRM, you need to create a Workflow. 

Workflows consist of triggers, actions and helpers. We have already told you about triggers and actions. So what are the helpers? Please find a short tutorial below. 

https://help.nethunt.com/en/articles/4986801-what-are-helpers-in-automation

 

Reply
Post
NetHunt Pros
Maryna PlashenkoNetHunt Team
NetHunt CRM Community Manager
Posted 10 months ago

How to assign records and tasks by round-robin algorithm

Round-robin is a basic algorithm. It involves the scheduling of tasks in a circular order, without priority and without starvation. It means everybody gets assigned the bits they need for their working day - fairly. 

Our new Workflows feature does round-robin scheduling for you. And here’s how to do it for both tasks and incoming leads. 

https://help.nethunt.com/en/articles/4948971-how-to-assign-records-and-tasks-by-round-robin-algorithm

 

Reply
Post
NetHunt ProsWhat’s New
Maryna PlashenkoNetHunt Team
NetHunt CRM Community Manager
Posted last year

More advanced duplicate prevention

What's New in NetHunt in January [Part 3]

New duplicate detection works based on a combination of rules that you set for each folder: Contacts, Deals, Companies, etc. This way, you can make sure that the new data flowing into NetHunt from Google Contacts, LinkedIn or created manually is unique and has no duplicates.
Here are some of the combinations that you can use:

  • First name + Last name
  • Email + Company
  • Email + First name + Last name
  • Company + Country + Website

Important: Duplicate detection rules is a replacement and a better version of ‘Unique field’ functionality. We... (More)

Reply