Automate Quote Approval in CRM with Power Automate
Power Automate can be used to automate the quote approval process in CRM. This article provides a step-by-step guide on how to build a flow that automatically gets approvals when quotes are set above $50,000. The flow includes configuring triggers, actions, and conditions using the Power Automate and Approval connectors. The article also provides a downloadable solution file for easy import. By automating the quote approval process, sales reps and managers can save time and streamline their workflow.
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