- Lead Management Automation
- Lead Conversion Tracking
- Automated lead routing
Streamline lead management by capturing and processing new leads from multiple channels
Automate the capture and routing of new leads from diverse channels into your CRM and project management tools, ensuring no opportunity is missed and follow‐ups are timely. This streamlines data entry, reduces manual errors, and accelerates response times across your sales pipeline. By centralizing lead information, teams gain clarity on prospect status and can focus on high‐value engagement rather than repetitive tasks.
Filter by common apps:
DropFunnels
OVOU
Lofty
Dubsado
Clockify
Instant Roofer
LeadConnector
iClosed
Hyros
Facebook Lead Ads
Trinity CRM
- Capture new leads from DropFunnels and create entries in your funnel
- Convert new leads in Dubsado to clients in Clockify for project management
Convert new leads in Dubsado to clients in Clockify for project management
- Capture new leads from Instant Roofer and add to LeadConnector for follow up
Capture new leads from Instant Roofer and add to LeadConnector for follow up
- Capture new leads from Facebook Lead Ads and create them in Trinity CRM
Capture new leads from Facebook Lead Ads and create them in Trinity CRM