- Sales Automation
- Sales Pipeline
- Automate feedback capture
Capture and process customer feedback and inquiries for sales pipeline management
Automatically capturing and processing customer feedback and inquiries streamlines the sales pipeline by ensuring no lead or opportunity slips through the cracks. This automation centralizes incoming responses from various channels, transforms them into actionable sales records, and triggers timely follow-ups. The result is improved response times, better lead qualification, and increased conversion rates.
Filter by common apps:
HubSpot
Jira Service Management
PaintScout
Pipedrive
The Customer Factor
LeadConnector
Google Forms
Jobber
GoProposal
Filter by Zapier
monday.com
Slack
Zoho Forms
Quotient
Bigin by Zoho CRM
QuickBooks Online
- Create request in Jira Service Management when deal stage updates in HubSpot
- Create new contact and deal in Pipedrive when quote is sent from PaintScout
Create new contact and deal in Pipedrive when quote is sent from PaintScout
- Update sales pipeline in LeadConnector when an estimate is accepted in The Customer Factor
Update sales pipeline in LeadConnector when an estimate is accepted in The Customer Factor
- Capture new Google Forms responses and add or update opportunities in LeadConnector
Capture new Google Forms responses and add or update opportunities in LeadConnector
- Update sales pipeline in LeadConnector when Jobber quote is approved
Update sales pipeline in LeadConnector when Jobber quote is approved
- Create new sales pipeline entry in monday.com and notify team in Slack when proposal is created
Create new sales pipeline entry in monday.com and notify team in Slack when proposal is created
- Capture new client assessments from Zoho Forms, add contact in LeadConnector, and create opportunity
Capture new client assessments from Zoho Forms, add contact in LeadConnector, and create opportunity
- Create new sales pipeline record in Bigin by Zoho CRM when quote is sent from Quotient
Create new sales pipeline record in Bigin by Zoho CRM when quote is sent from Quotient
- Create customer and generate estimate in QuickBooks Online from HubSpot deal stage update
Create customer and generate estimate in QuickBooks Online from HubSpot deal stage update