- 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
HubSpot
Email by Zapier
Calendly
Zoho CRM
Apollo
Freshsales Classic
Leap CRM
Gravity Forms
Code by Zapier
Salesforce
LiveChat
Birdeye
WhatConverts
Cal.com
Samdock
Real Geeks
Brivity
- Capture loan application leads, create or update contacts in HubSpot, and notify sales team via email
- Create new lead in Zoho CRM from Calendly invitee, find user, and create one-off meeting
Create new lead in Zoho CRM from Calendly invitee, find user, and create one-off meeting
- Create new contact in Freshsales Classic from new Apollo contact
Create new contact in Freshsales Classic from new Apollo contact
- Create or update contact in HubSpot from new lead in JobProgress
Create or update contact in HubSpot from new lead in JobProgress
- Capture form submissions from Gravity Forms, run Python code, and create leads in Salesforce
Capture form submissions from Gravity Forms, run Python code, and create leads in Salesforce
- Create a new lead in Salesforce from a new chat in LiveChat
Create a new lead in Salesforce from a new chat in LiveChat
- Create lead in Samdock when new booking is made in Cal.com
Create lead in Samdock when new booking is made in Cal.com