New Integration: Convert Leads and Optimize Field Sales with ForceManager

Toby Peterson
Toby Peterson / July 19, 2018

ForceManager is a customer relationship management (CRM) tool that supports your field sales teams with a mobile-ready virtual assistant. Geolocate prospective clients with a mapping feature to identify concentrations, plan routes, and assign territories effectively and efficiently. Check in remotely to report sales results, and add notes to customer files with voice recognition. ForceManager's calendar sends automatic notifications about appointments and events, while the opportunity pipeline feature provides you with a comprehensive overview of where your prospects are in the sales process. Plus, ForceManager provides you with customized activity reports and data analytics to quickly and easily assess your effectiveness.

And now that ForceManager connects with Zapier, it's easier than ever to collaborate with team members and manage leads. Trigger actions in other apps to automatically send emails, assign tasks, and send notifications whenever new contacts, accounts, opportunities, activities, or calendar items are added in ForceManager. Or create contacts, accounts, opportunities, activities, or calendar items in ForceManager whenever a trigger event happens in another app.

To connect ForceManager with 1,000+ other apps, including MailChimp, Salesforce, and Slack, head to ForceManager's Zapier integration page.

How to Automate ForceManager with Zapier

  1. Sign up for a ForceManager account, and make sure you have a Zapier account.

  2. Try some pre-made ForceManager integrations, and learn more about how ForceManager works with Zapier.

  3. Or log in and build a custom workflow with ForceManager and Zapier.