1.Monitor deal stage entry
Integrate HighLevel and CRM data tools to watch for pipeline stage entry and map contact fields to the payload.
When deals hit the configured pipeline stage, manual follow-up can miss the right timing for nurturing. This automation creates or updates contacts in your marketing tool, applies campaign tags, and optionally mirrors to your agency platform—so your team can run campaigns faster.
Integrate HighLevel and CRM data tools to watch for pipeline stage entry and map contact fields to the payload.
Integrate ActiveCampaign and marketing lists tools to add or update contacts and place them in your configured nurture list.
Integrate LeadConnector and reporting tools to add or update contacts or link them to campaign opportunities for agency visibility.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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