- Sales Automation
- Sales Engagement
- Engagement-based sales updates
Update and manage sales opportunities based on engagement status
This category automates synchronization between engagement triggers and CRM deal pipelines, ensuring sales opportunities are always up to date with the latest interactions. It keeps your team informed of new engagements, won deals, and user activity across platforms without manual data entry. This helps accelerate follow-ups, improve sales forecasting, and maintain accurate records for better decision-making.
Filter by common apps:
WooSender
LeadConnector
Pipedrive
Formatter by Zapier
Kit
Intercom
Outplay
ActiveCampaign
HeyReach
Groopit
HubSpot
Campaign Monitor
Airtable
Filter by Zapier
VanillaSoft
Brevo
- Manage contacts and opportunities in LeadConnector when an opportunity is added or moved in WooSender
- Tag new sales opportunities, add relevant contacts to nurturing sequence in Pipedrive and Kit
Tag new sales opportunities, add relevant contacts to nurturing sequence in Pipedrive and Kit
- Create or update user profile in Intercom from new deal in Pipedrive
Create or update user profile in Intercom from new deal in Pipedrive
- Update contact in ActiveCampaign when prospect is updated in Outplay
Update contact in ActiveCampaign when prospect is updated in Outplay
- Get notified when a prospect's tag updates and add or update sales opportunities in LeadConnector
Get notified when a prospect's tag updates and add or update sales opportunities in LeadConnector
- Update sales deal information, and create engagement notes in HubSpot from new Groopit reports
Update sales deal information, and create engagement notes in HubSpot from new Groopit reports
- Track email engagement and update sales opportunities in LeadConnector
Track email engagement and update sales opportunities in LeadConnector
- Update HubSpot deal with Airtable engagement information when new record is created
Update HubSpot deal with Airtable engagement information when new record is created
- Update contact information in Brevo from VanillaSoft results
Update contact information in Brevo from VanillaSoft results