- Sales Automation
- Sales Tracking
- Automated lead management
Manage and update sales leads and opportunities in a tracking system
This automation category streamlines the capture, logging, and updating of sales leads and opportunities in your tracking system, ensuring data is always current and accurate without manual effort. It routes new leads and status changes through your workflows, instantly notifying your team and creating or updating records to drive timely follow-up and engagement. By connecting intake sources, spreadsheets, calendars, and communication channels, it eliminates data silos, reduces response times, and improves visibility into your sales pipeline.
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Filter by Zapier
Facebook Conversions
HubSpot
Google Sheets
Delay by Zapier
Webhooks by Zapier
Code by Zapier
OfficeRnD
LeadConnector
MailerLite
Bark
Typeform
Formatter by Zapier
Thryv
Microsoft Excel
- Track qualified sales leads from Close to Facebook Conversions
- Update tracking spreadsheet when HubSpot deal stage changes, and delay for follow-up actions
Update tracking spreadsheet when HubSpot deal stage changes, and delay for follow-up actions
- Update deal stages and associate sales deals in HubSpot from webhook data
Update deal stages and associate sales deals in HubSpot from webhook data
- Update Google Sheets with new membership info from OfficeRnD, find member, and update row
Update Google Sheets with new membership info from OfficeRnD, find member, and update row
- Track new buyers in LeadConnector, update Google Sheets, and add to MailerLite group
Track new buyers in LeadConnector, update Google Sheets, and add to MailerLite group
- Capture new customer leads from Bark, search Barks, and add to Google Sheets
Capture new customer leads from Bark, search Barks, and add to Google Sheets
- Associate contacts with deals from Typeform submissions in HubSpot
Associate contacts with deals from Typeform submissions in HubSpot
- Update tracking spreadsheet with new lead information from LeadConnector, create row, clear old data
Update tracking spreadsheet with new lead information from LeadConnector, create row, clear old data
- Add new client information to sales tracking spreadsheet in Microsoft Excel from Thryv
Add new client information to sales tracking spreadsheet in Microsoft Excel from Thryv