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Audit logs in Futuria CRM: how to track changes and activity
Find out how to use audit logs in Futuria CRM to monitor changes, track user activity and resolve problems quickly.
Agent Logs in Futuria CRM: Overview, Benefits and Setup
Find out how to use Agent Logs in Futuria CRM to monitor, analyse and optimise the performance of your AI agents. A complete guide.
Private integrations: everything you need to know
Find out how to use private integrations to connect your Futuria CRM account securely to third-party applications via API. A complete gui...
How to use the Inbound Webhook trigger for workflows
Find out how to use the Inbound Webhook trigger to import data from external systems and automate your Futuria CRM workflows in real time.
Automation triggers: Inbound Webhook
Learn how to use the Inbound Webhook trigger to start automations in Futuria CRM from external applications and connect your systems.
Tracking with Google Analytics 4
Learn how to set up Google Analytics 4 (GA4) event tracking in your Futuria CRM workflows to analyse user behaviour across channels.
A guide to site and funnel analytics in Futuria CRM
Learn how to use the Futuria CRM analytics dashboard to monitor the performance of sites, funnels, blogs and more. Follow our step-by-step guide.
Email sending health: how to keep rates healthy and recover when things go wrong
Learn how to keep bounce rates, spam complaints and open rates healthy across your email campaigns, and how to rebuild your sending reputation.
How to select WhatsApp sender numbers in Conversations
Learn how to choose the right sender number for your WhatsApp messages in Futuria CRM to keep conversations accurate and professional.
How to create smart lists for custom objects
Learn how to create, manage and share smart lists for your custom objects in Futuria CRM. Streamline your workflow.
Custom objects: a case study for the property sector
Find out how to use Futuria CRM custom objects to manage properties, clients and suppliers in the property sector, improving efficiency.
Creating and updating custom object records in Futuria CRM
Learn how to create, update, delete and import custom object records in Futuria CRM to manage your data efficiently.
Getting started with custom objects
Find out what custom objects are in Futuria CRM and how to use them to model entities unique to your business, such as properties, projects or policies.
Creating and editing custom objects in Futuria CRM
Learn how to create, edit and use custom objects in Futuria CRM to model your data, automate your processes and get sharper analytics.
Custom object widgets for dashboards and reporting
Learn how to build and use custom object widgets in Futuria CRM dashboards and reports to visualise the data that is unique to your business.
How to create and add widgets to your dashboard
Discover how to customise your dashboard in Futuria CRM with a step-by-step guide to creating, adding and configuring widgets to monitor your data.
What are Futuria CRM dashboard widgets?
Learn how to use Futuria CRM dashboard widgets to visualise data, monitor performance and build custom reports.
How to customise dashboard widgets
Learn how to customise dashboard widgets in Futuria CRM. Add filters, group data, choose the chart type and build tailored reports.
How to enable WhatsApp in your Futuria CRM account
Follow this step-by-step guide to set up and integrate your WhatsApp Business number with Futuria CRM and start messaging your customers.
Managing WhatsApp Contacts and Smart Lists
Learn how to check whether your contacts' WhatsApp numbers are valid in Futuria CRM and build smart lists that improve campaign deliverability.
Using WhatsApp for internal notifications
Learn how to set up and use WhatsApp to receive real-time internal notifications from your Futuria CRM account. Stay up to date on everything that...
Conditional logic in surveys
Find out how to build dynamic, intelligent surveys with conditional logic in Futuria CRM. Show or hide questions, redirect users and more.
Guide to conditional logic for forms and surveys
Find out how to build dynamic forms and surveys with conditional logic in Futuria CRM. Show/hide fields, redirect users and much more.
How to create and use custom fields
Learn how to create and use custom fields in Futuria CRM to capture the data your business needs and organise contacts and opportunities.
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