Sweet CRM Automation
Learn how to leverage the power of Sweet Automation to elevate your CRM processes
In this series you will learn how to:
In this learning program for Sweet CRM Automation, you’ll get a quick introduction to Sweet Automation and how it helps with CRM process automation, integrations, and insights. You’ll learn how to
- Create basic selections using filters and conditions from CRM data,
- Load participants from your CRM into flows,
- Explore essential tools like actions and connections in the flow toolbox,
- Create your own notifications,
- How to trigger flows directly from the CRM,
- How to visualize data from your connected data sources,
The course also covers how to configure action settings, find flow participants and create automated notifications in Sweet CRM. Perfect for getting started with building and managing your own automated workflows.
1. Get to know Sweet Automation and the basics
Get to know the potential of Sweet Automation. In this introduction we’ll navigate through process automation, integrations and insights.
7 min
2. Make your own selections with filter and conditions, here using Private persons from Sweet CRM
Learn how you can create a selection query based on Sweet CRM as your data source using private persons as an example. This is on a basic level, watch the advanced level here.
8 min
3. Load your flow with selection data from your CRM
Learn how to build a an automated flow from scratch! Loading tasks are used fill a flow with participants/ target groups, these are usually the flow starting point.
3 min
Learn how to load your flow with participants from selection
4. The flow toolbox
Read more about all our flow toolbox components like actions, connections, flow tools and data transformation tools.
5. Get to know the the flow action settings
Learn more about the general flow action settings connected to the actions you can use to build your flow.
3 min
6. Find your flow participants
How do I find a flow participant, when I don’t have the participant ID? In this video you will learn how to search and find flow participants.
1 min
7. Create your own notifications in Sweet CRM/ Forms
Want to customize and automate system notifications in Sweet CRM and Forms? In this tutorial, you’ll learn how to use Sweet Automation’s Notification Action to create customized alerts for users based on specific rules and criteria.
3 min
8. Trigger Sweet Automation flows and integrations from CRM on-demand using Flow Trigger
Learn how to use Flow Trigger, a new feature in the form of a button that allows you to trigger automated workflows or integrations on-demand from within Sweet CRM & Forms.
Available in version 5.2
5 min
9. Create your own lists to display data from your integrated data sources using Panorama View
Learn how to set up the easy list integration – Panorama View (former List component). This feature enables you to create and display custom lists by visualizing data from any integrated systems or external data source, providing a centralized view of all relevant information.
Available in version 5.2, and as a preview version in 5.1
7 min
Learn more about Sweet CRM Automation
Load flow with e-mails from an e-mail service
Explore how Sweet Automation can read e-mails using the load action called “Incoming Email”. Loading tasks are usually the flow starting point.
5 min
2025-01-22
Import contacts from a file into Sweet CRM
Learn how to import contacts from an Excel file into Sweet CRM using Sweet Automation’s File load action, the Sweet CRM action, and Sweet Tag action. This method allows you to easily transfer data, automate updates, and keep your CRM organized.
9 min
2025-01-28
Import data using a file as data source
Learn how to use a file as your data source to import data, or use in your flow. Loading tasks are used fill a flow with participants/ target groups, these are usually the flow starting point.
4 min
2025-01-22
Enable Teams notifications
You can create smart workflows that seamlessly integrate Sweet and Microsoft Teams to create fully customized notifications and alerts.
1 min
2025-02-11
