- 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:
Bitrix24 CRM
Delay by Zapier
KlickTipp
Sembley
AgencyZoom
Kartra
monday.com
Filter by Zapier
Google Sheets
HubSpot
Email Parser by Zapier
Formatter by Zapier
Salesforce
Realty.com
Act!
Intercom
Pipedrive
Meet Alfred
Facebook Lead Ads
Holded
- Transfer new leads from Bitrix24 CRM to KlickTipp, and update contact information
- Create business lead in AgencyZoom from new insured in Sembley
Create business lead in AgencyZoom from new insured in Sembley
- Create new item in monday.com when lead is tagged in Kartra
Create new item in monday.com when lead is tagged in Kartra
- Create new contact and company in HubSpot from new Google Sheets row
Create new contact and company in HubSpot from new Google Sheets row
- Create new leads in Salesforce from incoming emails, extract and format relevant information
Create new leads in Salesforce from incoming emails, extract and format relevant information
- Create new contact in Act from new lead in Realty.com
Create new contact in Act from new lead in Realty.com
- Create and manage leads in Pipedrive from new Intercom leads
Create and manage leads in Pipedrive from new Intercom leads
- Capture new leads from Meet Alfred, filter them, and organize in Google Sheets
Capture new leads from Meet Alfred, filter them, and organize in Google Sheets
- Create a new deal in Holded for each new lead from Facebook Lead Ads
Create a new deal in Holded for each new lead from Facebook Lead Ads