- Customer Automation
- Customer Outreach
- Outreach account automation
Create and update outreach accounts for prospective clients
This automation streamlines the process of creating and updating outreach accounts for prospective clients by automatically syncing contact data, follow-up tasks, and personalized messages. It reduces manual data entry, ensures consistency across platforms, and triggers timely actions for returning and new prospects. By centralizing record updates and communications, teams can focus on relationship-building rather than repetitive administrative tasks.
Filter by common apps:
Pipedrive
Filter by Zapier
Reply
Airtable
Webhooks by Zapier
WellnessLiving
Formatter by Zapier
LeadConnector
Typeform
GymMaster
lemlist
Canopy
- Update outreach campaigns in Reply based on Pipedrive contact changes
- Create outreach account for new clients, find their records, send request, and update information in Airtable
Create outreach account for new clients, find their records, send request, and update information in Airtable
- Create follow up task in LeadConnector for clients added in WellnessLiving, and format date
Create follow up task in LeadConnector for clients added in WellnessLiving, and format date
- Send welcome message via OpenPhone, and create prospect member in GymMaster from Typeform submission
Send welcome message via OpenPhone, and create prospect member in GymMaster from Typeform submission
- Create or update client records in Canopy from new activities in lemlist
Create or update client records in Canopy from new activities in lemlist