- Lead Management Automation
- Lead Management
- Automated lead management
Facilitate followup and management of leads through automated notifications and updates
This automation category streamlines the process of capturing, organizing, and updating lead information across systems to ensure rapid and accurate follow-up. It removes manual data entry by automatically extracting new leads from emails, forms, and advertising channels, then routing them into your CRM or contact management platform. By standardizing lead data and triggering timely notifications, it helps sales teams engage prospects more effectively and close deals faster.
Filter by common apps:
JobNimbus
Facebook Conversions
Gymdesk
LeadConnector
ServiceM8
Google Forms
Keller Williams Command
Gmail
TimeRex
Salesforce
Slack
Lone Wolf Leads+
Lone Wolf Relationships
HubSpot
Microsoft Outlook
Formatter by Zapier
monday.com
ClickUp
Brevo
- Update lead information in Facebook Conversions from JobNimbus contact changes
- Add or update new leads in LeadConnector from Gymdesk
Add or update new leads in LeadConnector from Gymdesk
- Create and update contacts, and add opportunities in LeadConnector from new jobs in ServiceM8
Create and update contacts, and add opportunities in LeadConnector from new jobs in ServiceM8
- Capture new leads from Google Forms, create contacts in Keller Williams Command, and send follow-up emails via Gmail
Capture new leads from Google Forms, create contacts in Keller Williams Command, and send follow-up emails via Gmail
- Create leads in Salesforce, add to campaign, and notify team in Slack from TimeRex events
Create leads in Salesforce, add to campaign, and notify team in Slack from TimeRex events
- Create contact in Lone Wolf Relationships when new lead is captured in Lone Wolf Leads+
Create contact in Lone Wolf Relationships when new lead is captured in Lone Wolf Leads+
- Add or update contact in LeadConnector from new HubSpot contact
Add or update contact in LeadConnector from new HubSpot contact
- Capture customer inquiries from Outlook, format details, and create new lead in monday.com
Capture customer inquiries from Outlook, format details, and create new lead in monday.com
- Capture new leads from Microsoft Outlook, extract details, create task in ClickUp, and update contact in Brevo
Capture new leads from Microsoft Outlook, extract details, create task in ClickUp, and update contact in Brevo