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2 min read

3 ways to automate Seamless.AI

By Will Harris · May 12, 2023

Finding contact information for sales outreach is a grind. It can mean hours of looking at company websites and LinkedIn profiles to find the right people to reach out to. Then, if you're lucky, you might find a non-generic email address or phone number to reach them.

The cost of that time is high, too. Hunting down contact information takes away from time you could use to personalize outreach messages, leading to a better chance at success once you contact a prospect.

Seamless.AI is here to give you that high-value time back. An AI-powered sales search engine, Seamless.AI helps sales reps find verified contact information for leads by searching information already available online and putting it into a searchable database.

With Zapier's automated workflows—called Zaps—you can streamline the prospecting process even further, allowing you and your reps to devote less time to gathering information and more time talking to leads and closing deals

Zapier is a no-code automation tool that lets you connect your apps into automated workflows, so that every person and every business can move forward at growth speed. Learn more about how it works.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add Seamless.AI contacts to your CRM

Once you find contacts in Seamless.AI that you want to reach out to, you might want to add them to your CRM or a spreadsheet so you can keep track of your outreach efforts. Manually exporting all that contact information and uploading it to your CRM can be error-prone and doesn't scale as your outreach efforts grow. But, thanks to automation, it's also unnecessary.

With the workflows below, you can add Seamless.AI contacts to your CRM automatically, eliminating the need to manually upload CSV files so your sales reps can focus on their most important work.

Add new Seamless AI contacts to Salesforce

Add new Seamless AI contacts to Salesforce
  • Seamless AI logo
  • Salesforce logo
Seamless AI + Salesforce

Create follow-up tasks

Every sales rep knows that outreach doesn't end with one email or phone call. Any successful outreach program includes a cadence of emails and phone calls to give the best chance at reaching a prospect. Trying to keep track of these follow-up tasks on your own is a lot, but automation can make it far more manageable.

With the Zap templates below, you can create follow-up tasks directly in your CRM or a task management tool like Trello or Asana. That way, you can easily stay on top of your follow-up tasks and give yourself a better chance of getting a response.

Notify your team about new Seamless.AI contacts

If you have someone doing the bulk of the prospecting for your team of sales reps, it can be helpful to notify those reps when they have new contacts to reach out to. Rather than typing and sending a message when new leads are in the queue, you can automate it, letting your sales team know when new prospects are ready for outreach.

Spend more time talking to your leads

People don't get into sales to dig up contact info all day. They do it to talk to people, help them understand the value of their product, and close deals. Seamless.AI and Zapier enable teams to spend less time on the tedious work of gathering lead data and more time talking to prospects.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'