- Lead Management Automation
- AI Lead Management
- AI-powered lead follow-up
Using AI: facilitate followup and management of leads through automated notifications and updates
This automation category leverages AI to streamline lead follow-up and management by automating notifications, data updates, and task assignments without manual intervention. It ensures every new lead is instantly classified, enriched, and routed to the right pipeline for timely engagement and tracking. By reducing manual data entry, it accelerates response times, maintains data accuracy, and enhances team collaboration for more effective conversion.
Filter by common apps:
Webhooks by Zapier
AI by Zapier
Formatter by Zapier
RealWork
Jotform
Close
Slack
Email by Zapier
HubSpot
Gmail
monday.com
Formspark
LeadConnector
Sendblue
LeadsHook
SMS by Zapier
Facebook Lead Ads
Airtable
Acuity Scheduling
Cassidy
Onepage
- Capture lead data, analyze details, format text, and create job site entry
- Capture new coaching leads from Jotform, analyze data with AI, create lead in Close, and notify team in Slack
Capture new coaching leads from Jotform, analyze data with AI, create lead in Close, and notify team in Slack
- Extract lead information from Email by Zapier, analyze with AI by Zapier, format with Formatter by Zapier, and update HubSpot
Extract lead information from Email by Zapier, analyze with AI by Zapier, format with Formatter by Zapier, and update HubSpot
- Capture new leads from Gmail, extract details with AI, create item in monday.com, and notify team on Slack
Capture new leads from Gmail, extract details with AI, create item in monday.com, and notify team on Slack
- Capture new leads from Formspark, update opportunity in LeadConnector, import into Sendblue, and notify via Slack
Capture new leads from Formspark, update opportunity in LeadConnector, import into Sendblue, and notify via Slack
- Process new leads, analyze data, send SMS, and update opportunities in CRM
Process new leads, analyze data, send SMS, and update opportunities in CRM
- Classify new leads from Facebook Lead Ads, analyze data with AI, and create records in Airtable
Classify new leads from Facebook Lead Ads, analyze data with AI, and create records in Airtable
- Manage lead information in Airtable, and run workflow in Cassidy when new appointment is scheduled in Acuity Scheduling
Manage lead information in Airtable, and run workflow in Cassidy when new appointment is scheduled in Acuity Scheduling
- Capture new leads from Onepage, analyze with AI, create in Close, and notify team via email
Capture new leads from Onepage, analyze with AI, create in Close, and notify team via email