- Sales Automation
- Sales Lead Generation
- Automated deal management
Initiate and manage the sales cycle by creating deals associated with new leads
Automatically initiate and manage sales opportunities by creating associated deals whenever new leads are captured. This streamlines your sales cycle by ensuring no potential customer falls through the cracks and keeps deal pipelines up to date in real time. By reducing manual data entry and status tracking, you can focus on engaging prospects and closing more sales.
Filter by common apps:
Microsoft Outlook
Accelo
LeadConnector
Client Dispute Manager
Planning Pod
Facebook Lead Ads
Formatter by Zapier
Pipedrive
Convertlabs
Skool
Zoho Books
iHomefinder
Kajabi
HubSpot
- Create new leads in Accelo from flagged emails in Microsoft Outlook
- Create new lead in Client Dispute Manager from LeadConnector stage change
Create new lead in Client Dispute Manager from LeadConnector stage change
- Create new lead in Planning Pod when opportunity stage changes in LeadConnector
Create new lead in Planning Pod when opportunity stage changes in LeadConnector
- Capture new leads from Facebook Lead Ads, process information, and create deals in Pipedrive
Capture new leads from Facebook Lead Ads, process information, and create deals in Pipedrive
- Capture new leads from Convertlabs and add or update opportunities in LeadConnector
Capture new leads from Convertlabs and add or update opportunities in LeadConnector
- Capture new leads from Skool, format data, and update opportunities in LeadConnector
Capture new leads from Skool, format data, and update opportunities in LeadConnector
- Create or update sales opportunities in LeadConnector from new sales invoices in Zoho Books
Create or update sales opportunities in LeadConnector from new sales invoices in Zoho Books
- Create or update an opportunity in LeadConnector from new iHomefinder lead
Create or update an opportunity in LeadConnector from new iHomefinder lead
- Capture new leads from Kajabi form submissions and create deals in HubSpot
Capture new leads from Kajabi form submissions and create deals in HubSpot