- Sales Automation
- Pipeline Management
- Automated lead updates
Capture and process lead information during pipeline stage changes
This automation category streamlines lead management by automatically capturing and updating lead information whenever a pipeline stage changes. It reduces manual data entry and ensures consistent, real-time logging of important customer details. By centralizing lead updates, teams can focus on high-value outreach and accelerate deal progression.
Filter by common apps:
BONZO
Webhooks by Zapier
LeadConnector
Formatter by Zapier
Discord
Notion
Slack
Google Sheets
Email by Zapier
Copilot CRM
Close
Jobber
Filter by Zapier
LeadSimple
Microsoft SharePoint
Databox
PropertyRadar
- Transfer new lead information from Bonzo to external API
- Notify team in Discord, log details in Notion when lead pipeline stage changes
Notify team in Discord, log details in Notion when lead pipeline stage changes
- Notify team in Slack, log new leads in Google Sheets, and send email updates
Notify team in Slack, log new leads in Google Sheets, and send email updates
- Create a new customer in Copilot CRM when lead pipeline stage changes in LeadConnector
Create a new customer in Copilot CRM when lead pipeline stage changes in LeadConnector
- Create lead, send SMS, and notify Slack when pipeline stage changes in LeadConnector
Create lead, send SMS, and notify Slack when pipeline stage changes in LeadConnector
- Create new client in Jobber from LeadConnector when pipeline stage changes
Create new client in Jobber from LeadConnector when pipeline stage changes
- Create list item in SharePoint for new LeadSimple leads from specific pipelines
Create list item in SharePoint for new LeadSimple leads from specific pipelines
- Track new leads in LeadSimple and push data to Databox for analysis
Track new leads in LeadSimple and push data to Databox for analysis
- Import property details from LeadConnector to PropertyRadar when pipeline stage changes
Import property details from LeadConnector to PropertyRadar when pipeline stage changes
