- Sales Automation
- Pre-Sales Process
- Instant Access & Alerts
Grant access to presale offers and notify the team of purchases
This automation category streamlines the process of granting access to digital products or pre-sale offers immediately after purchase while simultaneously notifying internal teams or customers through messaging and communication channels. It ensures customers receive prompt access to purchased content and transparency on order status, while sales and support teams stay informed in real time. By connecting sales platforms, membership systems, and messaging tools, it eliminates manual handoffs, reduces delays, and maintains consistent customer and team communication.
Filter by common apps:
HubSpot
Formatter by Zapier
Slack
Explodely
Kajabi
Quaderno
TrackVia
ClickSend SMS
Airtable
Pipedrive
Shopify
Delay by Zapier
Filter by Zapier
Gmail
PayPro
FanBasis
Mailchimp
- Keep Your Team Informed: Get Instant Updates in Slack When a HubSpot Deal Reaches a New Stage
- Instantly Grant Access to Your Digital Offer for New Customers with Explodely and Kajabi
Instantly Grant Access to Your Digital Offer for New Customers with Explodely and Kajabi
- Automatically Grant Offer Access in Kajabi for New Sales in Quaderno
Automatically Grant Offer Access in Kajabi for New Sales in Quaderno
- Instant SMS Alerts for Sales Team on New Pre-Purchase Records via TrackVia and ClickSend
Instant SMS Alerts for Sales Team on New Pre-Purchase Records via TrackVia and ClickSend
- Stay Informed: Automatically Update Deal Status in Pipedrive and Notify Your Team on Slack When New Records Are Added in Airtable
Stay Informed: Automatically Update Deal Status in Pipedrive and Notify Your Team on Slack When New Records Are Added in Airtable
- Keep Customers Informed: Notify Them About Their Pre-Order Status with Shopify and Gmail
Keep Customers Informed: Notify Them About Their Pre-Order Status with Shopify and Gmail
- Instantly Grant Access to Your Digital Offer with PayPro and Kajabi After a New Sale
Instantly Grant Access to Your Digital Offer with PayPro and Kajabi After a New Sale
- Instantly Grant Access to Your Digital Offer for New Customers with FanBasis and Kajabi
Instantly Grant Access to Your Digital Offer for New Customers with FanBasis and Kajabi
- Automatically Add Pre-Order Customers to Your Targeted Mailchimp Audience After a Brief Delay
Automatically Add Pre-Order Customers to Your Targeted Mailchimp Audience After a Brief Delay