TekMatix Blog & Help Articles
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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
Reach Customers with Your First SMS Campaign
Want to reach your customers instantly and boost engagement? With TekMatix, you can send personalized SMS messages to your audience in just a few clicks—either as a bulk SMS campaign or as part of an ... ...more
Workflow Actions ,Workflow Guides &Social Media
February 11, 2025•2 min read
How to Boost Business Efficiency Using Tekmatix's Workflow Actions
Discover how Tekmatix's Workflow Actions can streamline your operations and enhance productivity. This guide explores how leveraging HighLevel's powerful tools within our Workflow Builder can transfor... ...more
Workflow ,Workflow Actions &Workflow Triggers
December 10, 2024•1 min read
New Feature in Tekmatix: Countdown Timer! ⏰
New Feature in Tekmatix: Countdown Timer! ⏰ ...more
Email ,Workflow Actions
November 02, 2024•3 min read
How to Enable Error Notifications in the Workflow?
How to Enable Error Notifications in the Workflow? ...more
Workflow ,Workflow Actions &Workflow Triggers
November 01, 2024•2 min read
How to Scale Your Business with an Automated Booking System
How to Scale Your Business with an Automated Booking System Gone are the days of phone calls and text messages to book appointments. In today’s world, you need a booking system that does all the work... ...more
SMS ,Contacts &Workflow Actions
September 17, 2024•1 min read
Stay Proactive with Workflow Error Notifications: A New Feature Update
Stay Proactive with Workflow Error Notifications: A New Feature Update ...more
Workflow ,Workflow Actions &Workflow Guides
August 17, 2024•3 min read
Create an Automation After A Purchase is Complete
Create an Automation After A Purchase is Complete ...more
Workflow ,Email &Workflow Actions
June 13, 2024•4 min read
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