- CRM Automation
- CRM Management
- Automate Lead Capture
Capture and manage leads in a crm system from various sources
This automation category streamlines the process of capturing and managing leads from diverse channels into a central CRM, eliminating manual data entry and missed opportunities. By automatically creating or updating lead records from ad platforms, web forms, and other sources, it ensures that every potential contact is instantly tracked and nurtured. This results in faster follow-up, improved data accuracy, and a consistent pipeline flow without the usual administrative overhead.
Filter by common apps:
Facebook Lead Ads
Formatter by Zapier
Delay by Zapier
HubSpot
LeadConnector
Webhooks by Zapier
CueGrowth
Salesforce
Shopify
Onepage
Bitrix24 CRM
Klaviyo
RD Station
Filter by Zapier
Kommo
Certileads
Sierra Interactive
Code by Zapier
Hatch
- Capture new leads from Facebook Lead Ads, clean up data, and create or update contacts in HubSpot
- Create new contact in CRM when lead pipeline stage changes in LeadConnector
Create new contact in CRM when lead pipeline stage changes in LeadConnector
- Create and manage leads in Salesforce from new connections in Growth-X
Create and manage leads in Salesforce from new connections in Growth-X
- Create or update lead in Salesforce from new paid order in Shopify
Create or update lead in Salesforce from new paid order in Shopify
- Create or update lead in Bitrix24 CRM from new lead in Onepage
Create or update lead in Bitrix24 CRM from new lead in Onepage
- Create and manage contacts in HubSpot from Klaviyo profile additions
Create and manage contacts in HubSpot from Klaviyo profile additions
- Create contact and lead in Kommo from new lead conversion in RD Station
Create contact and lead in Kommo from new lead conversion in RD Station
- Create a new lead in Sierra from Certileads, format details, and categorize properly
Create a new lead in Sierra from Certileads, format details, and categorize properly
- Create contact in Hatch from new Facebook lead, format names, and handle missing last names
Create contact in Hatch from new Facebook lead, format names, and handle missing last names