Tekmatix Help Articles
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How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
Latest Blog Posts
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
Marketing
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
CRM
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
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Web Design
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
How To Automate WhatsApp Media Messages in Tekmatix Workflows
Want to streamline communication with multimedia?Tekmatix now makes it easy to send images, videos, documents, and audio through automated workflows in WhatsApp! ...more
Workflow Actions ,Business tips &Inbox
June 14, 2025•2 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How To Automate Appointment Notes in Tekmatix for Better Client Records
Keeping accurate client records can be time-consuming—until now. With Tekmatix's new “Create Appointment Note” workflow action, you can automatically log notes related to your client appointments. ...more
Calendar & Scheduling ,Appointment Workflow Actions &Workflow Guides
May 27, 2025•2 min read
How to Set Up The Tekmatix Call Connect: Effortless & Automated Lead Follow-Up
Automate lead follow-up with Tekmatix’s Call Connect feature! Instantly connect with leads, improve response times, and increase conversions—all through customizable, efficient workflows. Set it up to... ...more
Phone ,Settings Help Workflow Actions Workflow Guides Account Set Up &Business tips
May 25, 2025•5 min read
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS)
The 90-Day Sales Reactivation Automation: How to Increase Sales on Autopilot Every 90 Days (with Just 9 WORDS) ...more
Workflow ,Email Builder &Workflow Actions
March 13, 2025•5 min read
