Broker CRM: Product automations

In this on-demand session, you’ll see how to reduce manual updates, apply automated rules to keep product data accurate, and simplify workflows for your whole team.

Looking to streamline how products are created, updated, and managed in Broker CRM? Watch our on-demand product automation session to see how you can reduce manual work, improve accuracy, and keep product data up to date across your CRM with minimal effort.

In this session, we’ll cover:

When and how to set up product automation rules for common use cases
Using the new custom-field trigger to build more tailored automations
How to check automation rule history to ensure everything is running correctly