How can I filter for specific data in the sales forecast?

DryMerge lets you filter the sales forecast data based on various parameters such as date ranges, sales regions, or team performance. Specify your criteria, and DryMerge will handle the rest.

Can I also use this with another CRM instead of Salesforce?

Yes, you can use this with another CRM instead of Salesforce. Simply describe the necessary changes, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is utilized by sales managers and team leaders to receive timely updates on sales forecasts, helping them to plan and adjust strategies effectively.

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Salesforce + SMS

Send Weekly Sales Forecast Report via SMS

Keep your sales team ahead by sending a weekly SMS with the latest sales forecast report. This automation ensures managers get timely updates to fine-tune their strategies, set realistic goals, and stay informed about performance trends.

Weekly Report Generated

Triggers when the weekly sales forecast report is ready.

Send SMS to Managers

Sends SMS with the weekly sales forecast to managers.

See more Salesforce to SMS integrations or use AI to customize your automation.

or pick a common variation below

Notify Account Managers via SMS When Customers Complete Onboarding in Salesforce

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Salesforce + SMS

Send SMS Alerts for New Competitor Activities Logged in Salesforce

Salesforce + SMS

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send weekly Sales forecast report via SMS"

Send weekly Sales forecast report via SMS

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 SMS + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

SMS

Send and receive text messages for alerts, notifications, and two-way communication. Engage with your audience directly through SMS.

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HubSpot

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Zoho CRM

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Slack

Team Chat

Discord

Voice Chat

Get Started with DryMerge

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