- CRM Automation
- CRM Management
- Automated Lead Ingestion
Streamline lead management processes in a crm system
Lead management automation centralizes and accelerates the process of capturing, qualifying, and routing potential customers by connecting touchpoints such as email opens, form submissions, scheduling tools, and webhooks. It eliminates manual data entry, reduces missed opportunities, and ensures leads are instantly recorded and handed off to the right team members. By streamlining workflows, it improves response times, enhances data accuracy, and empowers sales teams to engage prospects at critical moments.
Filter by common apps:
Leadinfo
Pipedrive
Square
Nutshell
Webhawk
Calendly
umsatz.io
LeadConnector
Fillout Forms
Kit
monday.com
Salesforce
TidyCal
Formatter by Zapier
Dealfront
Bitrix24 CRM
Sierra Interactive
Homebot
- Create activity in Pipedrive when company is shared in Leadinfo
- Create or update lead in Nutshell from new customer in Square
Create or update lead in Nutshell from new customer in Square
- Create new contact and deal in Pipedrive from Webhawk site visit
Create new contact and deal in Pipedrive from Webhawk site visit
- Create and update contacts and deals in Umsatz.io and LeadConnector from new Calendly events
Create and update contacts and deals in Umsatz.io and LeadConnector from new Calendly events
- Create new contact and deal in Pipedrive from Fillout Forms submission
Create new contact and deal in Pipedrive from Fillout Forms submission
- Create new lead in Salesforce, and new item in monday.com when subscriber is tagged in Kit
Create new lead in Salesforce, and new item in monday.com when subscriber is tagged in Kit
- Update lead records in Salesforce with new booking details from TidyCal, format dates, and set follow-up status
Update lead records in Salesforce with new booking details from TidyCal, format dates, and set follow-up status
- Create or update lead in Bitrix24 CRM from new lead in Dealfront
Create or update lead in Bitrix24 CRM from new lead in Dealfront
- Create new client in Homebot when lead is tagged in Sierra Interactive
Create new client in Homebot when lead is tagged in Sierra Interactive