- 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:
LeadConnector
ActiveCampaign
Empiraa
DripJobs
Google Drive
BONZO
Salesforce
Webhooks by Zapier
Pipedrive
Lawcus
Zapier Interfaces
REI Pebble
Instantly
HubSpot
Formatter by Zapier
Google Sheets
kvCORE
- Update contact info in ActiveCampaign, and track metrics in Empiraa when lead stage changes in LeadConnector
- Create lead in LeadConnector, and organize documents in Google Drive
Create lead in LeadConnector, and organize documents in Google Drive
- Get new leads from Bonzo into Salesforce as contacts
Get new leads from Bonzo into Salesforce as contacts
- Capture incoming data, create organization in Pipedrive, find organization, and create lead
Capture incoming data, create organization in Pipedrive, find organization, and create lead
- Create new legal matter in Lawcus when lead progresses in LeadConnector
Create new legal matter in Lawcus when lead progresses in LeadConnector
- Create a new deal in REI Pebble from Zapier Interfaces form submission
Create a new deal in REI Pebble from Zapier Interfaces form submission
- Update contact information and create deal in HubSpot from new event in Instantly
Update contact information and create deal in HubSpot from new event in Instantly
- Capture new leads from Pipedrive, format dates, and add rows in Google Sheets
Capture new leads from Pipedrive, format dates, and add rows in Google Sheets
- Create new deal in Pipedrive when new lead is added in kvCORE, find or create person, and create deal
Create new deal in Pipedrive when new lead is added in kvCORE, find or create person, and create deal