Dazos CRM + Seamless.AI

Create leads in Dazos CRM from new contacts in Seamless AI

Automate your workflow between Seamless AI and Dazos CRM with this template. Each time a new contact is added in Seamless AI, a lead is instantly created in Dazos CRM. It's a hassle-free way to ensure your contacts and leads are always up-to-date across both platforms. Perfect for sales teams looking to optimize their contact and lead management.

When this happens...
New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead
ActionWrite

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Supported triggers and actions

- Lists
- Company Industry
- Company Size
Trigger
Instant
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write

Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write

- Lists
- Email
Trigger
Instant
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
Try It
Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
Try It
Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Seamless.AI

Seamless.AI is a real-time B2B Sales search engine to find leads using the power of AI.

Related categories

Sales & CRM

Dazos CRM + Seamless.AI

Create leads in Dazos CRM from new contacts in Seamless AI

New Company

Lead Converted to Opportunity

New Opportunity

New Referral Source

Opportunity Discharged

Outbound Referral Updated

Create Lead

Create Referral Source

Find Account

Find Opportunity

Recieve Input Only

New Contact

New Lead Created

New Outbound Referral

Opportunity Admitted

Opportunity Updated

Create Account

Create Opportunity

Create VOB

Find Lead

Find Referral Source

About Dazos CRM

Related categories

Similar apps

Zapier Interfaces

About Seamless.AI

Related categories