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  1. Sales Automation
  2. Pre-Sales Process
  3. New contacts to opportunities

Create new sales opportunities when new contacts are added

When new contacts enter your system, this automation automatically creates corresponding sales opportunities, ensuring no lead is overlooked and accelerating your sales pipeline. It streamlines data flow by removing manual entry, reducing errors and freeing up time for strategic outreach. By instantly linking contacts to opportunities, teams stay organized and can engage prospects at the optimal moment.

Filter by common apps:

  • HubSpot
  • Process Street
  • Pipedrive
  • ablefy
  • Filter by Zapier
  • ActiveCampaign
  • Follow Up Boss
  • Salesforce
  • Stripe
  • FacturaDirecta
  • GetResponse
  • The Flybook
  • LeadConnector
  • FormCan
  • Salesflare
  • Odoo ERP Self Hosted