Sweep

Introduction to Sweep Automations, their benefits, and how they can be used to streamline Salesforce processes.

Automations Overview

Learn about the different triggers available in Sweep Automations and how to use them effectively.

Automation Triggers

URL verification action in Sweep automations

Verify URL

How to Create Multiple Related Records in a Sweep Automation

Turn on System Mode for Automations

Convert Leads in Sweep

Using the Trigger Integration Action (Webhook) in Sweep Automations

Yahel Gaver

support@sweep.io

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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