How to Use

How to do match functionality CRM

June 03, 2022
In this episode of Omnitas' "How-To" series, we delve into the world of CRM functionality, focusing specifically on's match function. Discover how to seamlessly collate information between different boards, making your CRM tasks more efficient. We'll guide you through the process step by step, so let's dive into it!

What You'll Learn:

Different Types of Webhook Triggers in
How to Implement Webhook Triggers Effectively
Best Practices for Workflow Automation in

Visit Omnitas Consulting for more insights and expert solutions:

✉️ Don't miss out on any content, sign up for our newsletter here:

At Omnitas, we specialize in helping companies implement to streamline their operations across diverse industries, offering end-to-end solutions including ongoing support and customer success management.

If you're interested in optimizing your workflows, processes, and business automation, don’t hesitate to reach out! Book an intro call here:

Try Make for free here:

Try for free here:

Subscribe to stay updated with our latest webinars, tips, and solutions for users.

Add a comment...
Post as (log out)