1.Monitors new qualified export
Integrate Goava Discover to detect new qualified company export and pass company payload and segment name for processing.
Add qualified prospect to CRM and assign call
Automatically monitor new qualified company export and segment name signals across Goava Discover and Upsales. Create and assign when campaign matches or no-match outcomes happenβso you can upsert CRM company records, add assigned call activities, and notify source users without manual data entry.
How this automation accelerates your CRM call assignments
When a new qualified company export arrives, prospects can stall without campaign context or timely follow-up. This automation processes the export into a CRM-ready record, enriches campaign linkage, and creates assigned call activitiesβso your team can speed outreach.
Goava Discoveror swap with your favorite app
2.Splits segment name and parses campaign
Integrate Formatter by Zapier and data parsing tools to split the segment name and extract a campaign token.
Formatter by Zapieror swap with your favorite app
3.Searches for matching campaign ID
Integrate Code by Zapier and API lookup tools to search your CRM for a campaign ID and mark no-match when needed.
Code by Zapieror swap with your favorite app
4.Upserts company with campaign link
Integrate Upsales and CRM data mapping to find company by org number and update or create records with campaign ID.
Upsalesor swap with your favorite app
5.Creates assigned phone call activity
Integrate Upsales and activity tracking tools to create a linked phone call activity and include source notes and owner.
6.Notifies user when review needed
Integrate Gmail and email delivery tools to send a short notification when there is no campaign match or open activities.
Gmailor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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