{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ab3f963b6a274d84b6937dc0f5c613f5\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/ab3f963b6a274d84b6937dc0f5c613f5-8dee8c0e2535ed1f.gif","duration":223.723,"title":"Automate CRM Deals From Remodeling Estimates","description":"This Loom demonstrates an automation workaround to prevent a home remodeler from manually entering estimate information into his CRM. The process watches the remodeler’s sent Gmail folder for outgoing estimate emails, extracts the job value, and pulls client details such as the client’s name, then checks whether the client exists in the CRM and creates a new contact if not. It then automatically creates the deal with the estimate amount, exemplified by a 31000 dollar estimate, eliminating the need to remember to input data about half the time. The creator notes this saves time and keeps the pipeline accurate every time without manual effort."}