- CRM Automation
- AI CRM Management
- Automate Lead Capture
Using AI: streamline lead management processes in a crm system
This automation category leverages AI to centralize and update lead information by capturing prospects from multiple touchpoints and seamlessly syncing them into a CRM. It eliminates manual data entry by extracting contact details from messages and emails, ensuring accurate and timely follow-up opportunities. By automating deal creation and contact updates, teams can focus on high-value engagement instead of repetitive tasks.
Filter by common apps:
ChatBot
HubSpot
Microsoft Outlook
AI by Zapier
- Add new chat visitors as contacts, and create deals in HubSpot
- Extract contact info and service details from Outlook emails, and create or update contacts and deals in HubSpot
Extract contact info and service details from Outlook emails, and create or update contacts and deals in HubSpot