- 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:
Formstack
Odoo CRM
Zoho Bookings
Formatter by Zapier
Zoho CRM
Zoom
Salesforce
Webhooks by Zapier
HubSpot
zBuyer.com
iClosed
Close
LeadConnector
Shape
Storylane
Manychat
- Create lead in Odoo CRM from new Formstack submission
- Create new lead in Zoho CRM from booked appointment in Zoho Bookings, and format customer details
Create new lead in Zoho CRM from booked appointment in Zoho Bookings, and format customer details
- Create a new lead in Salesforce when a new participant registers in Zoom
Create a new lead in Salesforce when a new participant registers in Zoom
- Capture lead information from webhooks, format data, and create or update contacts in HubSpot
Capture lead information from webhooks, format data, and create or update contacts in HubSpot
- Create new account in Salesforce for each new lead from zBuyer.com
Create new account in Salesforce for each new lead from zBuyer.com
- Create and manage leads and opportunities in Close from new calls in iClosed
Create and manage leads and opportunities in Close from new calls in iClosed
- Create new CRM record when sales opportunity stage changes in LeadConnector
Create new CRM record when sales opportunity stage changes in LeadConnector
- Create new engagement record in HubSpot from lead captured in Storylane
Create new engagement record in HubSpot from lead captured in Storylane
- Create a new lead in Salesforce when a user subscribes in Manychat
Create a new lead in Salesforce when a user subscribes in Manychat