- Sales Automation
- Sales Pipeline
- Automated lead funneling
Capture and organize lead information from various sources into a sales pipeline
Automate the process of capturing lead information from multiple sources and organizing it into a centralized sales pipeline without manual data entry. By connecting form submissions, CRM platforms, and other tools, you ensure every potential opportunity is instantly logged and updated. This reduces manual errors, speeds up follow-up, and provides a single source of truth for your sales team.
Filter by common apps:
Rabbu
BONZO
LeadConnector
Jobber
Pipedrive
Facebook Conversions
AccuLynx
Filter by Zapier
Formatter by Zapier
AgencyBloc
Jotform
AWeber
Pushpress
QuickBooks Online
- Create prospect in Bonzo pipeline when new lender lead is generated in Rabbu
- Create client and generate quote in Jobber from new lead in LeadConnector
Create client and generate quote in Jobber from new lead in LeadConnector
- Track qualified leads from Pipedrive, find persons, and publish updates to Facebook Conversions
Track qualified leads from Pipedrive, find persons, and publish updates to Facebook Conversions
- Notify on pipeline stage change, add lead to workflow, and update contact in LeadConnector
Notify on pipeline stage change, add lead to workflow, and update contact in LeadConnector
- Transfer and update appointment details from AccuLynx to LeadConnector
Transfer and update appointment details from AccuLynx to LeadConnector
- Create individual in AgencyBloc when lead stage changes in LeadConnector
Create individual in AgencyBloc when lead stage changes in LeadConnector
- Create a new prospect in Bonzo pipeline from Jotform submission
Create a new prospect in Bonzo pipeline from Jotform submission
- Capture new AWeber subscribers, add or update opportunities in LeadConnector, and create or update persons in Pushpress
Capture new AWeber subscribers, add or update opportunities in LeadConnector, and create or update persons in Pushpress
- Create or update customer records in QuickBooks Online from LeadConnector pipeline stage changes
Create or update customer records in QuickBooks Online from LeadConnector pipeline stage changes