- 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:
Webhooks by Zapier
Salesforce
Email Parser by Zapier
Formatter by Zapier
Wealthbox CRM
Google Sheets
Sierra Interactive
Academy by Coassemble
Google Ads
REsimpli 3.0
Steams Online
Pipedrive
Gravity Forms
RD Station
Apollo
Bark
Microsoft Dynamics 365 CRM
- Capture demo requests, create leads, and add tasks in Salesforce
- Extract contact info from Email Parser by Zapier, format with Formatter by Zapier, and create contact in Wealthbox CRM
Extract contact info from Email Parser by Zapier, format with Formatter by Zapier, and create contact in Wealthbox CRM
- Create lead in Sierra Interactive from new or updated row in Google Sheets
Create lead in Sierra Interactive from new or updated row in Google Sheets
- Create lead in Salesforce from Coassemble course completion with relevant details
Create lead in Salesforce from Coassemble course completion with relevant details
- Create new lead in REsimpli from Google Ads lead form entry
Create new lead in REsimpli from Google Ads lead form entry
- Create new contact in Pipedrive from new lead in Steams Online
Create new contact in Pipedrive from new lead in Steams Online
- Create new lead in REsimpli from Gravity Forms submission
Create new lead in REsimpli from Gravity Forms submission
- Create contact in Apollo when new lead is converted in RD Station
Create contact in Apollo when new lead is converted in RD Station
- Create or update lead in Microsoft Dynamics 365 CRM from new purchase in Bark, and format buyer information
Create or update lead in Microsoft Dynamics 365 CRM from new purchase in Bark, and format buyer information