Building with Connectifi

CRM application automatically sends follow-up emails after a customer interaction.

A modern CRM workflow must efficiently capture leads from various sources – such as web forms, social media, or marketing campaigns – and then qualify those leads for conversion.

In a sales environment, capturing and tracking opportunities throughout the sales pipeline is essential for effective opportunity management and forecasting.

In a sales environment, capturing and tracking opportunities throughout the sales pipeline is essential for effective opportunity management and forecasting.

When a suspicious transaction is detected, the workflow broadcasts a fraud alert, enriches the alert with additional risk-scoring details (using a Delivery Hook), and then escalates the issue to a compliance or investigation application via an outbound Action.

This RFQ workflow automates the exchange of quoting information between trading platforms. A trading desk on Platform A generates an RFQ for a financial instrument, which is then sent via FDC3 messaging.