Manage and update sales leads and opportunities in a tracking system

This automation category streamlines the capture, logging, and updating of sales leads and opportunities in your tracking system, ensuring data is always current and accurate without manual effort. It routes new leads and status changes through your workflows, instantly notifying your team and creating or updating records to drive timely follow-up and engagement. By connecting intake sources, spreadsheets, calendars, and communication channels, it eliminates data silos, reduces response times, and improves visibility into your sales pipeline.