- Customer Automation
- Customer Follow-Up
- Instant follow-up alerts
Notify marketing teams for followup actions
This automation category ensures marketing teams are immediately informed when key customer actions occur, streamlining timely follow-up outreach. By centralizing alerts in a single communication channel, it reduces response delays and prevents opportunities from slipping through the cracks. Teams gain a clear, consistent workflow for post-action engagement, boosting conversion rates and customer satisfaction.
Filter by common apps:
HubSpot
Slack
Potion
Email by Zapier
SalesViewer
DripJobs
Gmail
Filter by Zapier
SweepBright
Google Sheets
Trello
Asana
Snov.io
ClickFunnels
LeadConnector
- Notify marketing team in Slack when deal reaches marketing qualified lead stage with details and link
- Notify sales team when prospect engages with video via Potion and Email by Zapier
Notify sales team when prospect engages with video via Potion and Email by Zapier
- Notify marketing team in Slack when a company visits the website for 30 seconds
Notify marketing team in Slack when a company visits the website for 30 seconds
- Notify project manager when customer views proposal in DripJobs and send email via Gmail
Notify project manager when customer views proposal in DripJobs and send email via Gmail
- Notify stakeholders when outreach email is read and send follow-up email
Notify stakeholders when outreach email is read and send follow-up email
- Notify marketing team in Slack when property status changes in SweepBright
Notify marketing team in Slack when property status changes in SweepBright
- Notify marketing team in Slack, and create follow-up task in Asana when Trello card is moved
Notify marketing team in Slack, and create follow-up task in Asana when Trello card is moved
- Notify sales team in Slack when prospect replies in Snov.io
Notify sales team in Slack when prospect replies in Snov.io
- Notify team in Slack and add customer to LeadConnector workflow when ClickFunnels order is paid
Notify team in Slack and add customer to LeadConnector workflow when ClickFunnels order is paid