- Sales Automation
- Prospect Management
- Automated prospect organization
Streamline prospect management through automated data entry and organization
Streamline prospect management by automating data capture and organization across your lead sources into a single, up-to-date database. Eliminate manual entry errors and reduce time spent on routine tasks, ensuring no lead is overlooked. With real-time updates and consistent records, your sales team can focus on engagement and conversion rather than administrative work.
Filter by common apps:
AdvisorEngine CRM
Google Sheets
Google Forms
Axonaut
Better Proposals
Snov.io
Tally
Teach 'n Go
Webhooks by Zapier
respond.io
The Customer Factor
Formatter by Zapier
Pardot
Filter by Zapier
Pipedrive
Notion
- Log new prospects from AdvisorEngine CRM to Google Sheets
- Capture new prospect info from Google Forms and create or update employee records in Axonaut
Capture new prospect info from Google Forms and create or update employee records in Axonaut
- Add or update prospect in Snov.io when proposal is sent from Better Proposals
Add or update prospect in Snov.io when proposal is sent from Better Proposals
- Create prospect profiles in Teach 'n Go from new Tally form submissions
Create prospect profiles in Teach 'n Go from new Tally form submissions
- Capture and manage prospect information from webhooks, create or update contact, assign conversation, and update lifecycle stage
Capture and manage prospect information from webhooks, create or update contact, assign conversation, and update lifecycle stage
- Add new prospects from The Customer Factor to Google Sheets, and format dates
Add new prospects from The Customer Factor to Google Sheets, and format dates
- Capture web data, find or create prospect, filter results, and add to Pardot list
Capture web data, find or create prospect, filter results, and add to Pardot list
- Create and manage prospects in Pardot from new Google Sheets entries
Create and manage prospects in Pardot from new Google Sheets entries
- Capture new deals in Pipedrive, create items in Notion, and update existing deals
Capture new deals in Pipedrive, create items in Notion, and update existing deals
