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Automate the manual work in Connect 365

FullSpec maps how Connect 365 fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Connect 365 by the numbers

Insights from real process mapping sessions that involve Connect 365.

No processes mapped yet using Connect 365. Map a process that uses Connect 365 to see automation data here.

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Top 5 Connect 365 friction points when done manually

1

Manually syncing Connect 365 contact updates

When a customer changes their phone number or address, you have to manually update it in Connect 365 instead of it flowing in automatically from your other systems.

78% report this
2

Copying delivery notes into Connect 365

After each delivery, your driver's handwritten notes or text messages have to be manually typed into Connect 365 instead of being captured digitally at the point of delivery.

71% report this
3

Reconciling Connect 365 with accounting records

You spend hours each week matching delivery confirmations in Connect 365 against your invoices and payment records because they don't talk to each other.

62% report this
4

Re-entering customer preferences in Connect 365

Special delivery instructions or customer preferences that live in email or spreadsheets have to be manually typed into Connect 365 every time you plan a route.

54% report this
5

Manually generating Connect 365 delivery reports

You export data from Connect 365 and then rebuild it in Excel to create the weekly delivery performance report your manager actually wants to see.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Connect 365

Browse popular Connect 365 automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to Connect 365

Most automations involve more than one tool. These are the ones that show up most often alongside Connect 365.

Connect 365 Automation questions

Ready to automate your work in Connect 365?

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