- Customer Automation
- Customer Follow-Up
- Customer Engagement
Track and manage customer engagement for followup
Automate the tracking and management of customer interactions by syncing client actions across platforms to trigger timely follow-ups and status updates. This ensures no engagement opportunity is missed by tagging, notifying, and updating customer records automatically after purchases, appointments, or keyword mentions. By centralizing engagement data and alerts, teams can focus on personalized outreach, boost satisfaction, and accelerate lead conversion.
Filter by common apps:
Bark
Google Sheets
LinkedIn Ads
Zendesk
Pipedrive
Delay by Zapier
Crisp
HubSpot
Trevor.io
Formatter by Zapier
Gmail
Ecwid by Lightspeed
PreciseFP
Wealthbox CRM
LocaliQ
Practice Better
Filter by Zapier
LeadConnector
- Log new customer leads from Bark to Google Sheets for tracking and follow up
- Create support ticket in Zendesk for new lead from LinkedIn Ads
Create support ticket in Zendesk for new lead from LinkedIn Ads
- Create follow up activity in Pipedrive for new deals, and delay before engagement
Create follow up activity in Pipedrive for new deals, and delay before engagement
- Create support ticket in HubSpot when Crisp conversation custom data updates
Create support ticket in HubSpot when Crisp conversation custom data updates
- Notify clients via email to encourage decision making after new insight from Trevor.io
Notify clients via email to encourage decision making after new insight from Trevor.io
- Track new customers in Google Sheets from Ecwid by Lightspeed
Track new customers in Google Sheets from Ecwid by Lightspeed
- Follow up with clients in Wealthbox CRM when they open a PreciseFP form engagement
Follow up with clients in Wealthbox CRM when they open a PreciseFP form engagement
- Add new contact interactions from LocaliQ to HubSpot workflow for targeted follow up
Add new contact interactions from LocaliQ to HubSpot workflow for targeted follow up
- Capture confirmed bookings, filter services, format appointment dates, and add leads to marketing campaign
Capture confirmed bookings, filter services, format appointment dates, and add leads to marketing campaign