- Sales Automation
- Sales Recovery
- Lost Deal Feedback Capture
Capture feedback from lost deals to improve sales strategies
Automatically capture feedback from lost deals to close the loop on missed opportunities, integrating form responses with your CRM and spreadsheet for centralized tracking. This automation flags deals as lost, sends customizable surveys to understand why prospects disengaged, and compiles responses for timely review. By surfacing actionable insights, teams can refine outreach strategies, improve messaging, and boost future conversion rates.
Filter by common apps:
Shopify
Pipedrive
Email by Zapier
Typeform
Delay by Zapier
Microsoft Excel
HubSpot
CommerceHQ
LeadConnector
Webhooks by Zapier
Filter by Zapier
Drip
- Create new deal in Pipedrive and notify team via email when Shopify cart is abandoned
- Capture feedback from Typeform, delay, find row in Excel, and update deal in HubSpot
Capture feedback from Typeform, delay, find row in Excel, and update deal in HubSpot
- Capture and manage abandoned checkouts from CommerceHQ in LeadConnector
Capture and manage abandoned checkouts from CommerceHQ in LeadConnector
- Update Pipedrive deal status to lost after no contact for a set period
Update Pipedrive deal status to lost after no contact for a set period
- Follow up with customers who abandon their carts using Webhooks by Zapier, Filter by Zapier, Delay by Zapier, and Drip
Follow up with customers who abandon their carts using Webhooks by Zapier, Filter by Zapier, Delay by Zapier, and Drip
