Uses data collected and stored in Cassidy to simplify IT and tech management.
Connect Dropbox to have data synced daily.
Generate and compose emails.
Connect OneDrive storage to be synced daily.
Uses a Cassidy Assistant to generate text.
Updates a record in HubSpot.
Locates a record in HubSpot.
Looks up a record in HubSpot.
Locates a record in Salesforce.
Updates a record in Salesforce.
