New Integration: Get Sales Reminders and Close More Deals with Spiro CRM

For a busy salesperson like you, there is no time like the present to close a winning deal. But tracking and maintaining leads can make hours of your day seem to run away from you, making it an uphill climb to meet sales goals.

If you find that your time is taken up with data entry and follow up, Spiro CRM can help you better manage your sales pipeline. Spiro monitors your leads and sends you notifications, reminding you who you need to contact so that no opportunities slip by you. In addition to keeping you on top of your game, Spiro comes equipped with email templates and call logs, putting all the details you need in one place. Plus, you can access sales updates and forecasts with just a click. Spiro puts you steps closer to reaching your targets.

Link Spiro up with Zapier and watch as sales opportunities become even more streamlined automatically. Zapier can connect your Spiro account to 750+ web tools and improve your productivity along the way. Turn on a Zap that adds new Microsoft Dynamics, Office365 or Google contacts directly into your Spiro account. Integrate HelloSign with Spiro to automate signature requests along the path to making a deal. Once your sale is closed, Zapier can also get the word out to your team by instantly posting a message to Slack.

How Spiro Works with Zapier

Triggers

• Opportunity Sales Stage Change: Triggers when opportunity sales stage changes.
• New Reminder: Triggers when new reminder is created.
• New Contact: Triggers when new contact is created.
• Opportunity Won: Triggers when opportunity closed won.
• Updated Contact: Triggers when a contact is updated on your selected fields.

Actions

• Create Contact: Creates a new contact.
• Create Reminder: Creates reminder for contact.
• Create Interaction: Creates interaction for contact.
• Create Opportunity (Contact): Creates new opportunity from a contact.
• Create Company: Creates a new company.
• Create Opportunity (Company): Creates a new company opportunity.

Automation Inspiration

Get started with these sample Zaps:

Turn New Contacts into Sales Opportunities

Celebrate Sales with Your Team

How To Automate Spiro with Zapier

1. Sign up for a Spiro account, and make sure you have a Zapier account

2. Try some pre-made Spiro integrations and learn more about how Spiro works with Zapier

3. Check out our Spiro help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Spiro and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Spiro with Zapier.