Getatlos 6hqfkvtlmj

StepWise

Stay updated on the status of all your company's support tickets.

Customer portal

Integrating with External Applications in StepWise

StepWise goes beyond simple workflow automation by offering powerful integration capabilities, allowing you to connect your workflows with a wide range of external applications and services. This creates a seamless flow of data and actions, automating processes across your entire business ecosystem. 

  Explore StepWise's library of pre-built integrations with popular tools and services across various categories, including CRM, project management, marketing automation, and more.

  Use the StepWise integration settings to connect your platform to your chosen external applications. This typically involves providing credentials, API keys, or other necessary authentication information. 

  Define how data will flow between StepWise and your integrated applications, allowing you to:

StepWise's integration capabilities allow you to extend the reach of your automation beyond individual workflows, enabling you to streamline processes across multiple systems and departments, optimizing your business operations as a whole.

Seamlessly integrate StepWise with your CRM system for a more optimized and efficient customer relationship management strategy. This integration allows you to automate key processes, improving communication, and streamline customer interactions. 

  StepWise likely offers integrations with popular CRM platforms like Salesforce, HubSpot, and Pipedrive. Select the integration that corresponds to your CRM system.

  Navigate to the integration settings within your StepWise platform and enable the chosen CRM integration.

  Define how data will be transferred between StepWise and your CRM, specifying:

By leveraging this integration, you can enhance your CRM's capabilities and automate customer-related processes for a more efficient and personalized customer experience.

Streamline your project management efforts by integrating StepWise with your preferred project management tool, such as Asana, Trello, Jira, or others. This integration allows you to automate task updates, manage dependencies, and enhance collaboration across your project teams.

 Steps to Integrate with Project Management Tools:

  Choose the project management tool integration that aligns with your organization's preference. 

  Provide necessary authentication details and configure data flow settings between StepWise and your project management tool.

  Establish how actions within StepWise will trigger updates and changes within your project management tool, such as:

Integrating with your project management tools empowers teams with a connected workflow, enhancing productivity, collaboration, and overall project execution.

Discover how to connect StepWise with project management tools like Asana, Trello, and Jira.

Integrating with Project Management Tools

Integrating StepWise with your CRM system can streamline your workflow and enhance customer relationship management. Follow these simple steps to connect StepWise to your CRM:

Navigate to the 'Settings' section from the main menu.

Step 2: Locate the CRM Integration Option

In the Settings menu, find the 'Integrations' tab.

Select 'CRM Integration' from the available options.

From the list of supported CRMs, select the CRM system you are using (e.g., Salesforce, HubSpot, Zoho).

You will be redirected to your CRM’s authorization page.

Log in to your CRM account and grant necessary permissions to StepWise.

Return to the StepWise integration settings.

Configure the sync settings such as data fields to sync, sync frequency, and any specific rules.

Perform a test sync to ensure that data is being transferred correctly between StepWise and your CRM.

Check for any errors and resolve them as needed.

Step 7: Start Using the Integrated System

Once the test is successful, begin using the integrated StepWise and CRM system.

Monitor the integration regularly to ensure smooth operation.

Integrating StepWise with your CRM will help you manage customer relationships more effectively, improving your overall business processes.

Learn how to integrate StepWise with popular CRM systems like Salesforce, HubSpot, and Pipedrive.

Connecting StepWise to Your CRM

Connecting StepWise to Business Intelligence Platforms

Gain deeper insights into your workflow automation and business performance by connecting your StepWise data to business intelligence (BI) platforms, such as Tableau, Power BI, and Google Data Studio. This integration allows you to analyze your automation metrics, identify trends, and make data-driven decisions to optimize your workflow processes.

  Select the business intelligence platform that aligns with your organization's needs and existing data analytics infrastructure.

  StepWise likely offers pre-built integrations with common BI platforms. Enable the relevant integration within your StepWise settings.

  Determine how StepWise data will be transferred to your chosen BI platform, including:

  Use your chosen BI platform to visualize your StepWise data through dashboards, charts, and reports. This allows you to:

Connecting StepWise to BI platforms allows you to turn workflow data into actionable insights, unlocking a deeper understanding of your automation performance and empowering you to further optimize your business processes.

Learn how to integrate StepWise with BI platforms like Tableau, Power BI, and Google Data Studio.