CRM uploads
ThinkAutomation is excellent at document processing. Automatically, it takes files and attachments, converts them into different formats if necessary, and uploads them to the right CRM destination.
This is useful for supplementing your CRM with additional information. You get the full story, with well-documented records populated with relevant supporting files.
Use case
A customer has signed and scanned a contract, and sent it via email. ThinkAutomation takes that email attachment, converts it into a PDF, and uploads it against the customer’s CRM account.