Zapiy Platform Tutorials & Feature Updates

Building Smarter Workflows with Zapiy’s Latest Workflow Builder

Building Smarter Workflows with Zapiy’s Latest Workflow Builder

By: Gloria Briones
Published on: 28/12/2024

Zapiy's new workflow builder is the best solution businesses are looking for. Step into a new dimension of workflow design with our CRM's revolutionary Infinite Canvas layout. This cutting-edge feature transforms the way you create and manage workflows, offering a flexible and interactive workspace. With improved clarity and a user-friendly interface, it streamlines the automation process, ensuring seamless configuration and enhanced visibility for efficient workflow management.

Automation & Workflows
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Revolutionize Your Workflow with the Slim Panel Within Conversations

Revolutionize Your Workflow with the Slim Panel Within Conversations

By: Gloria Briones
Published on: 23/12/2024

This sleek, right-side panel offers small businesses like yours a centralized, intuitive way to access contact details, appointments, and opportunities—all from within the Conversations module of your CRM.

ConversationsAutomation & Workflows
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Introducing the "Followers" Feature: Enhancing Collaboration Like Never Before

Introducing the "Followers" Feature: Enhancing Collaboration Like Never Before

By: Gloria Briones
Published on: 16/12/2024

Zapiy's Followers Feature is an innovative and powerful tool that allows you to add up to 10 followers to any opportunity, enabling better teamwork, enhanced transparency, and seamless project management.

Opportunities & PipelinesAutomation & Workflows
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Seamless Scheduling with Auto Forward: Find Open Calendar Slots Instantly

Seamless Scheduling with Auto Forward: Find Open Calendar Slots Instantly

By: Gloria Briones
Published on: 05/12/2024

Zapiy's Auto Forward on Calendars to Find the Next Open Slot feature makes every scheduling process as seamless as possible, eliminating the need for manual navigation between months, allowing your calendar to automatically scroll to the next unoccupied time slot.

Appointment BookingCalendarsAutomation & Workflows
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