- 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:
Microsoft Outlook
Delay by Zapier
Pipedrive
Paperform
Formatter by Zapier
Salesforce
smartercontact
LeadConnector
Inmobalia CRM
HubSpot
Webhooks by Zapier
BoomTown
Microsoft Excel
Clio
- Create new lead in Pipedrive from Microsoft Outlook emails, and find or create person
- Capture new form submissions from Paperform, process data with Formatter, and create leads in Salesforce
Capture new form submissions from Paperform, process data with Formatter, and create leads in Salesforce
- Create and sync leads in Pipedrive from new Outlook emails
Create and sync leads in Pipedrive from new Outlook emails
- Export contact from SmarterContact, add/update contact in LeadConnector, and add/update opportunity in LeadConnector
Export contact from SmarterContact, add/update contact in LeadConnector, and add/update opportunity in LeadConnector
- Create or update contact in HubSpot from new web lead in Inmobalia CRM
Create or update contact in HubSpot from new web lead in Inmobalia CRM
- Create and sync deals, contacts, and companies in HubSpot from incoming lead data
Create and sync deals, contacts, and companies in HubSpot from incoming lead data
- Capture contact information from webhooks, and create or update records in Pipedrive
Capture contact information from webhooks, and create or update records in Pipedrive
- Create contact in HubSpot when new lead is generated in BoomTown
Create contact in HubSpot when new lead is generated in BoomTown
- Capture new lead details from Outlook, format text, add to Excel, and create contact in Clio
Capture new lead details from Outlook, format text, add to Excel, and create contact in Clio