- Lead Management Automation
- Lead Management
- Automated lead sync
Streamline lead management by transferring lead data between systems and notifying relevant team members
This automation category focuses on centralizing lead data by automatically capturing, transferring, and updating contact information across systems. It ensures that all new leads are promptly recorded in the right database and that relevant team members receive timely notifications for follow-up. By reducing manual data entry and information silos, it accelerates response times and improves lead engagement.
Filter by common apps:
Webhooks by Zapier
MySQL
Slack
Wati
ClickFunnels
LeadConnector
Podio
Filter by Zapier
Google Sheets
HubSpot
Zillow Tech Connect
Surefire CRM
Gravity Forms
SMS by Zapier
iSpeedToLead
REsimpli 3.0
FunnelCockpit
Email by Zapier
monday.com
Formatter by Zapier
- Capture form submissions, store lead information in MySQL, notify team in Slack, and send confirmation via Wati
- Transfer and update contact information and opportunities from ClickFunnels to LeadConnector
Transfer and update contact information and opportunities from ClickFunnels to LeadConnector
- Create private Slack channel and invite user from Podio action
Create private Slack channel and invite user from Podio action
- Capture lead information from webhooks, log in Google Sheets, notify team in Slack, and create contact in HubSpot
Capture lead information from webhooks, log in Google Sheets, notify team in Slack, and create contact in HubSpot
- Transfer new contacts from Zillow Tech Connect to Surefire CRM
Transfer new contacts from Zillow Tech Connect to Surefire CRM
- Capture lead from Gravity Forms, send to CRM via webhook, and notify team via SMS
Capture lead from Gravity Forms, send to CRM via webhook, and notify team via SMS
- Transfer new lead to REsimpli and notify team in Slack
Transfer new lead to REsimpli and notify team in Slack
- Capture new form submissions, log details in Google Sheets, and notify the team via email
Capture new form submissions, log details in Google Sheets, and notify the team via email
- Send lead information from monday.com to lead management system when new item is created
Send lead information from monday.com to lead management system when new item is created