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  1. Sales Automation
  2. Pre-Sales Process
  3. Auto-create sales deals

Create sales deals when potential clients schedule events or demos

Automatically creating sales deals when potential clients book meetings or demos ensures that every opportunity is captured and organized without manual effort. By instantly logging new events as deals, teams stay on top of follow-ups, reduce lost leads, and maintain a clean, up-to-date pipeline. This approach eliminates data entry errors, accelerates response times, and provides clear visibility into incoming opportunities.

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