Automate Client Onboarding Tasks in Timely from CRM Data
Streamline your client onboarding process by automating the creation of related tasks in Timely whenever a new client is onboarded in Enrich Leads. This ensures a smooth and efficient start for new clients.
New Client Onboarded
Triggers when a new client is onboarded in Enrich Leads.
Create Onboarding Tasks
Creates related onboarding tasks in Timely for the new client.
See more Enrich by DryMerge to Timely integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Automate client onboarding tasks in Timely from crm data"
Automate client onboarding tasks in Timely from crm data
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Enrich by DryMerge + Timely.
Enrich Lead Information
Enriches with lead information
Enrich Company Information
Enriches company information using external data sources
Prospect People
Prospects for potential individuals based on given criteria
Prospect Companies
Prospects for potential companies based on given criteria
App details
Related apps
Get Started with DryMerge
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