CRM Macro Buttons

Easy automation in just one click

Introduction

Macro buttons are a key feature in the CRM for automating sets of actions. They enable users to execute a series of actions with a single click. The main advantage of macro buttons is their ability to automate tasks, thus saving considerable time and effort compared to manual processes. With Macro buttons, users can efficiently pass record details directly to a connector and perform various pre-configured actions through the connector. Multiple macro buttons can be added to a module, and they are conveniently accessible to users through the macro button icon on each record. This allows for streamlined and automated workflows within the CRM system.

Also the Macro buttons have the ability to connect with 3rd party platforms by pushing and pulling information from 3rd party applications and make changes in the CRM dynamically. This functionality allows seamless integration with external systems, enabling automated data exchange and efficient workflows between the CRM and other applications.

For example; An organization uses a CRM to manage its sales leads. When the lead status reaches the third stage, agents are assigned to contact their leads by phone. Manually dialing each lead's number is very difficult. This is where macro buttons play a crucial role. We can create a macro button in that module and select or create a connector for it. In the connector, we can configure actions such as an HTTP API with a third-party app for calling, using the phone number attribute of the leads. Then the agents can easily call the leads by clicking on the macro button on each record when the lead reaches that stage. This simplifies the call-in action process for the organization.

Another Example; Imagine a company that needs to regularly update customer information in their CRM from a third-party marketing platform. Manually copying this data is time-consuming and error-prone. Macro buttons can streamline this process by configuring a connector to fetch the latest customer data via an HTTP API. When clicked, the macro button automatically pulls and updates customer information in the CRM, like contact details and purchase history. It can also push updated CRM data back to the marketing platform, keeping both systems in sync. This ensures that their CRM and marketing platform always have the most current and accurate customer information, reducing manual effort and errors.

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Some Features of Macro Buttons

• Automation of Tasks: With Macro buttons we can do a series of automation for each record in a module easily with the help of a Connector.

• Quick Automation Triggering: Macro Buttons can trigger a wide variety of automations configured in Connector in just one click.

• Connecting 3rd party apps: With Macro buttons, we can push and pull information from third-party applications. This feature enables seamless integration, automated data exchange, and efficient workflows between the CRM and other software.

Automatic Triggering of Macro Buttons

You can trigger macro buttons automatically using the 'Trigger Macro Button' action in the Actions Step of the Flow Builder and Connector. This functionality enables seamless automation of records.

Getting Started

For creating a macro button the first step is to open a CRM module which you want to add the macro button. In the module click on the Manage Module icon next to the module name as shown in the below image.

Clicking it will open a New window Manage Module, here click on the tab, 'Buttons'

Clicking on the Add button will show a menu for setting Macro Buttons. It includes many fields like Button Name & Icon, Button Description, Button Types, Response and Permissions as shown in the image below

Button Name & Icon: This is where you need to give a name to your macro button along with a description. Along with that you can choose an icon and color for the macro button. The Name, Icon and the Color you gave here will be shown on the macro buttons in the macro button list.

Button Description: Here you can give any description about the macro button. This field is not mandatory. The description will show along with the Macro button name on the list in the button tab.

Button Types

Here users can select what action to be taken when they click on the macro button. There are 3 actions in the macro button.

1. Trigger Connector

By selecting this button you can trigger a connector whenever the user clicks on the macro button. Here users can create connectors by clicking on the 'Create Connector'. The list of all connectors created from here will list in the Select Connector drop down.

Show Mini App fields in the form

On enabling this option the fields added in the mini app in the connector will show and you can give input to the fields and the added data will show in the Connector.

Show Module fields in the form

The CRM module fields which are selected from the list will be shown along with the mini app fields pre filled while clicking the macro buttons. You can modify or keep the same before clicking the submit button. (see the below image)

Open record while clicking the macro button

When you enable this option and click the macro button, it will trigger the selected connector and open the record. You can then update any fields in the record and save the changes.

For example, if you click a macro button for triggering a calling action which has been setted up in a connector, enabling this field will open the record after the connector is triggered. You can then add remarks or notes on the record about the calling action performed on that record and update it accordingly.

Note: This option can be enabled only after disabling the Show Mini App Field option and Show module field option.

The record will opens when clicking the macro button as shown in the image below.

Show Related Records in the Form

This feature allows users to view related tasks and notes associated with a record. When this option is enabled and the button is triggered, a pop-up will appear displaying tasks and notes linked to that record, along with the button fields.

To use this option, you must enable either Show Mini App Fields or Show Module Fields . Additionally, in the settings page of the CRM module builder, ensure that Display Record Activity on Edit View is enabled, click here to read more.

For Example, Imagine you are managing a sales process and need to update follow-up tasks after each client interaction. When a client’s status changes to “Interested,” clicking the macro button opens a pop-up displaying button fields, related tasks and notes, such as previous interactions summary or follow-up reminders. This allows the salesperson to log details of the interaction and set new tasks, like “Schedule Product Demo” or “Send Pricing Information,” directly from the pop-up.

(See the below picture)

This functionality allows users to easily view existing tasks and notes and to add new ones directly from the pop-up interface.(See the below picture, It's how the pop up looks like when button got triggered)

Response

Enabling this will decide did the connector response should be shown or not after performing required action in the connector or what response the app should give back to the user. Selecting Show Execution Log will show the connector log on the window and Copy to Clipboard action will copy the connector response on clipboard. (see the below picture)

If you are choosing the show execution log, the connector execution log will show in the window like as shown in the image below:

2. Trigger Url

This button allows you to simply trigger a 3rd party URL like doing a LinkedIn search, true caller search, open Gmail compose a page or any application which supports deep linking from 3rd party applications. When the user click on the macro button the url added will open.

You can pass dynamic values while calling the URL using the attribute option like agent id, agent name or any value stored in the module, simply click on the '</> ' to see the attribute mapping option.

You can specify which window the output should show, by default it opens in a new browser tab if you wish to open the response within the module window, then you must select 'Open as Inline Iframe' and this will show the result to the user in the same window

3. External Actions

Here user can add Html tags of external application links etc and also can add attributes. (see the image below)

Permissions

Macro Button will be available only for Admin by default, but you can enable the macro buttons for each user in your organization or for users as per their role or with everyone who have the current CRM module permissions. So please select the roles or the Users to which the macro buttons should be accessible. (see the image below)

Saving and Trigger Connector

The macro button can be saved by clicking on the Save button. Trigger connector button is used to check whether the connector is triggering and all the field variables are passing in to it. (see the picture below)

Managing Macro Buttons

The created Macro Buttons will list at the left side as shown in the below image and you can view or edit button settings just by clicking on them. The Active/Offline status button is to make the macro button appear or disappear in the module records list. (see the image below)

After making any changes in the macro button settings click on the Update button for saving the settings. Also you can delete the Macro Button by just hovering the mouse over the Macro Button list on the left side.

Macro Button in Records

This is how the macro buttons look like in the module records. The list will show when you hover the mouse over the macro buttons icon on each record as shown in the image below.

Connector Log

The connector log when you click on a macro button will show like this, with the details we can perform a wide variety of customizable actions in Connector.

All the record field attributes are shown in the connector log details. You can use these attributes for further actions.