- Business Automation
- Business Lead Generation
- Streamlined Lead Management
Organize lead information for streamlined followup
Automate the capture and organization of incoming leads to ensure every potential customer is logged and accessible without manual effort. Streamlined workflows automatically funnel lead details into centralized systems, trigger team notifications, and maintain up-to-date contact records. This approach accelerates follow-up, reduces errors, and ensures no opportunity slips through the cracks.
Filter by common apps:
Lofty
Mojo
Facebook Lead Ads (for Business admins)
Google Sheets
LeadConnector
Gmail
Canopy Connect
AgencyZoom
ClickFunnels Classic
Google Docs
Facebook Lead Ads
Google Contacts
Clientify
Slack
HubSpot
Fillout Forms
- Create and organize new contacts in Mojo from Lofty Smart Plan steps
- Capture new leads from Facebook Lead Ads, add to Google Sheets, update contacts in LeadConnector, and notify team via Gmail
Capture new leads from Facebook Lead Ads, add to Google Sheets, update contacts in LeadConnector, and notify team via Gmail
- Pull completed prospect submissions from Canopy Connect, and create business lead in AgencyZoom
Pull completed prospect submissions from Canopy Connect, and create business lead in AgencyZoom
- Notify via email, log lead details in spreadsheet, and create personalized document from template
Notify via email, log lead details in spreadsheet, and create personalized document from template
- Capture new leads from Facebook Lead Ads, create a row in Google Sheets, add contact in Google Contacts, and create contact in Clientify
Capture new leads from Facebook Lead Ads, create a row in Google Sheets, add contact in Google Contacts, and create contact in Clientify
- Capture new leads from Facebook Lead Ads, add to Google Sheets, notify team on Slack, and submit to HubSpot
Capture new leads from Facebook Lead Ads, add to Google Sheets, notify team on Slack, and submit to HubSpot
- Create business lead in AgencyZoom from new Fillout Forms submission
Create business lead in AgencyZoom from new Fillout Forms submission