- CRM Automation
- CRM Management
- Automate Lead Capture
Capture and manage leads in a crm system from various sources
This automation category streamlines the process of capturing and managing leads from diverse channels into a central CRM, eliminating manual data entry and missed opportunities. By automatically creating or updating lead records from ad platforms, web forms, and other sources, it ensures that every potential contact is instantly tracked and nurtured. This results in faster follow-up, improved data accuracy, and a consistent pipeline flow without the usual administrative overhead.
Filter by common apps:
Podio
Salesforce
Kit
Zoho CRM
ThriveCart
Close
Webhooks by Zapier
Insightly
Email Parser by Zapier
RAYNET CRM
My Music Staff
Pipedrive
Microsoft Dynamics 365 CRM
Realty.com
Keller Williams Command
Follow Up Boss
HubSpot
- Create lead in Salesforce when new item is added in Podio
- Create lead in Zoho CRM when user downloads office brochure from Kit form
Create lead in Zoho CRM when user downloads office brochure from Kit form
- Create a new lead in Close from ThriveCart product purchase
Create a new lead in Close from ThriveCart product purchase
- Create lead record in Insightly from web request in Webhooks by Zapier
Create lead record in Insightly from web request in Webhooks by Zapier
- Create new lead in RAYNET CRM from Email Parser and notify recipients
Create new lead in RAYNET CRM from Email Parser and notify recipients
- Create or update lead in Zoho CRM when new student is added in My Music Staff
Create or update lead in Zoho CRM when new student is added in My Music Staff
- Create new lead in Microsoft Dynamics 365 CRM from Pipedrive
Create new lead in Microsoft Dynamics 365 CRM from Pipedrive
- Create a new contact in Keller Williams Command from a new lead in Realty.com
Create a new contact in Keller Williams Command from a new lead in Realty.com
- Create new HubSpot contact when a new contact is added in Follow Up Boss
Create new HubSpot contact when a new contact is added in Follow Up Boss