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How to Automate Client Emails using Integromat (Part 3)

  • Post published:September 22, 2021
  • Post category:Integromat
  • Reading time:11 mins read

In this Integromat tutorial, we're going to show you how to automate client emails using Integromat and your favorite email marketing tool. In Part #3 of this Integromat Tutorial series,…

Continue ReadingHow to Automate Client Emails using Integromat (Part 3)

Integromat Example: How to use Integromat to Automate Client Onboarding

  • Post published:August 27, 2021
  • Post category:Integromat
  • Reading time:17 mins read

Looking to automate client onboarding process flow chart? In this post, ClickUp course creator Layla at ProcessDriven will demo how to use Integromat to automate client onboarding, proposals, contracts, and invoicing.

Continue ReadingIntegromat Example: How to use Integromat to Automate Client Onboarding

Why “Done-For-You” ClickUp setup services don’t work.

  • Post published:July 23, 2021
  • Post category:ClickUp/Integromat/Service Providers/Workflows
  • Reading time:18 mins read

In today's video, we'll go over why "done-for-you" ClickUp services don't always fulfill the shiny promises they offer.

Continue ReadingWhy “Done-For-You” ClickUp setup services don’t work.

Integromat Tutorial – How to leave Dubsado for good!

  • Post published:June 16, 2021
  • Post category:Integromat
  • Reading time:17 mins read

In this Integromat tutorial, we're letting you in on a little secret… We're leaving Dubsado (finally!) thanks to the wonderful magic of Integromat -- our favorite automation platform. (If you’re…

Continue ReadingIntegromat Tutorial – How to leave Dubsado for good!

How to Use ClickUp and Integromat: Beginner Tutorial

  • Post published:April 21, 2021
  • Post category:Advanced ClickUp/Beginner Workflows/Integromat
  • Reading time:8 mins read

In this tutorial, we'll teach you how to use ClickUp and Integromat to automatically send complete ClickUp tasks to Google Sheets. While this is a simple example automation, you can…

Continue ReadingHow to Use ClickUp and Integromat: Beginner Tutorial

Build on a foundation of process, not chaos.

Inside ProcessDriven Foundations™ you’ll unlock the proven roadmap, expert support, and time-saving resources that have helped 1,596+ teams build a centralized HQ for business processes directly within their work management software.

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ProcessDriven helps small teams turn chaos into process. The ProcessDriven Approach™ combines software expertise with practical process-first strategies that have helped 1,600+ teams build a scalable foundation of business systems.

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  • Login
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  • Free Resources
  • Work with Us
    • ProcessDriven Foundations™️
      Systemize Small Team Operations
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      Online Training Course for Beginners
    • How to SmartSuite
      Online Training Course for Beginners
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