- Lead Management Automation
- Lead Follow-Up
- Smart Lead Follow-Up
Analyze conversations to determine optimal followup timing and update lead information
This automation category streamlines lead management by automatically analyzing conversational data to identify the best follow-up moments and updating lead records in your CRM instantly. It reduces manual data entry, ensures accurate lead information, and triggers timely outreach sequences based on conversation insights. By combining real-time analysis with automated updates, teams can focus on meaningful engagement rather than administrative tasks.
Filter by common apps:
Workiz
Filter by Zapier
LeadConnector
Tidio
Salesforce
Close
FLG
Moskit
Facebook Conversions
Calendly
Webhooks by Zapier
Olark
Klaviyo
Digify
- Update opportunities in LeadConnector when Workiz lead status changes to declined
- Update lead information in Salesforce from Tidio chatbot contact data
Update lead information in Salesforce from Tidio chatbot contact data
- Update opportunity status in Close after completed call in Close
Update opportunity status in Close after completed call in Close
- Update lead information when opportunity pipeline stage changes in LeadConnector and FLG
Update lead information when opportunity pipeline stage changes in LeadConnector and FLG
- Update lead information in Moskit and send funnel event to Facebook Conversions
Update lead information in Moskit and send funnel event to Facebook Conversions
- Capture lead information from Calendly, filter events, find contacts in Close, and send data via webhook
Capture lead information from Calendly, filter events, find contacts in Close, and send data via webhook
- Create or update lead in Salesforce from new Olark chat transcript
Create or update lead in Salesforce from new Olark chat transcript
- Capture leads and create opportunities in Close, and update profiles in Klaviyo when a call is scheduled in Calendly
Capture leads and create opportunities in Close, and update profiles in Klaviyo when a call is scheduled in Calendly
- Update lead information in Salesforce when a Digify document is viewed
Update lead information in Salesforce when a Digify document is viewed