Motion.io Live: Automation Tips, Zapier CRM Integrations, & Other Power User Features

Описание: Join Motion.io Co-Founder Sam Chlebowski for a deep-dive FAQ livestream recorded on June 13th, where we explore some of Motion.io’s most powerful features and answer live questions from users!

In this session, you’ll learn how to:

✅ Set up project templates for scalable, repeatable workflows
✅ Build automations that activate tasks based on project progress
✅ Use Zapier integrations to auto-create projects from HubSpot or other CRMs
✅ Automatically assign clients to tasks and control project flow
✅ Leverage custom fields to dynamically fill in contracts and forms
✅ Embed resources like videos, spreadsheets, and schedulers in client portals
✅ Use form-based triggers to dynamically expand project scopes (e.g., add SEO tasks)

Plus, Sam walks through real-world Zapier setups for better client onboarding and shows you how to troubleshoot automations with Motion.io's new activity tracking features.

📨 Questions about your Motion.io setup? Reach out to our team at [email protected]

🎯 Start your free trial of Motion.io today: https://bit.ly/3SIFLat

🔔 Subscribe and turn on notifications to catch future livestreams and tutorials every Friday at 10:30am MT!

#Motionio #ClientPortals #AutomationTools #Zapier #ProjectTemplates #CRMIntegration #ClientOnboarding #WebAgencyTools