Automations & Notifications

No-code automations for instant Salesforce updates

Transform your revenue operations with no-code automations that help your reps update Salesforce faster and give you and your sales leaders insights into gaps in your open pipeline.

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4.8

from 1,400+ G2 reviews

No-code automations with actionable alerts

Help your sales team work faster so they can focus on building pipeline and closing deals.

Improve data hygiene and process compliance

Ensure reps don’t let critical information fall through the cracks. Automatically nudge reps to update opportunities missing next steps, with expired close dates, or committed opportunities missing required methodology fields.

Enable real time coaching and deal updates

You need real time context about what’s going on with your team’s pipeline. If a big deal gets pushed to next quarter, you can now be instantly alerted in Slack so you can take immediate action.

Drive forecasting accuracy

Your forecast is only as good as the data in Salesforce. Without good data, you don’t have the visibility you need to forecast accurately. Scratchpad puts an end to the data hygiene problem, so that you can accurately know how your quarter is shaping up.

How it works

Creating a no-code automation is easy, intuitive, and fast with Scratchpad

Three simple steps to get started.

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1

Give your automation a name

Head over to Scratchpad Studio, our automation building interface. Give your automation a name, set it to trigger either by a specific change or a scheduled time.

2

Define your conditions for triggering your automation

This can be done at any object level, so you can configure automations to start based on opportunities, leads, and even accounts.

3

Decide where you want your automation to send

Set up who you want to see this automation and set it live! You can trigger the notification to show up in either Slack or Scratchpad’s Inbox.

Use cases

No-code automations RevOps, Managers, and Reps love

Automations take high-value pipeline signals, time-consuming manual processes, and transform them into an easy actionable workflows revenue teams will actually use.

Missing next steps

Get the data you need by automatically notifying reps to update next steps.

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Celebrate wins

Notify the team to celebrate when an opp moves to closed won!

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Expired close dates

Automatically notify sales managers when opportunity close dates have expired.

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Drive methodology adoption

Remind reps to follow processes and methodologies.

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Deals pushed

Know exactly when a deal gets pushed so you can react in real time.

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Alert reps of opportunities with no activity

Notify reps when opportunities haven't had activities within a certain amount of days.

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See more in our automations library

“Scratchpad Automations are awesome for making sure that things get done when they're supposed to get done."

Alex Miller

Director of RevOps, Medallion

"Scratchpad Automations simplifies workflows and puts it all in one place for the reps to manage."

Shashank Mishra

RevOps Manager, Mixpanel

4.8

Read what users say on G2 Crowd

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