- 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:
Shopify
Insightly
Webhooks by Zapier
Attio
Salesforce
Filter by Zapier
Fello
Gravity Forms
Pete
WhatConverts
Formatter by Zapier
HubSpot
Clio
monday.com
respond.io
Zoho CRM
- Create lead record in Insightly from new customer in Shopify
 - Capture call summaries in Attio, find company record, create note, and update record
Capture call summaries in Attio, find company record, create note, and update record
 - Transfer new leads from Salesforce to Fello and add or update contacts with valid emails
Transfer new leads from Salesforce to Fello and add or update contacts with valid emails
 - Create new lead in Pete from Gravity Forms submission
Create new lead in Pete from Gravity Forms submission
 - Create new Salesforce record for each new lead in WhatConverts
Create new Salesforce record for each new lead in WhatConverts
 - Capture form submissions from webhook, format and validate data, and create new entry in HubSpot
Capture form submissions from webhook, format and validate data, and create new entry in HubSpot
 - Create company contact in Clio from web request in Webhooks by Zapier
Create company contact in Clio from web request in Webhooks by Zapier
 - Create new lead in Salesforce from new item in monday.com board, and format contact details
Create new lead in Salesforce from new item in monday.com board, and format contact details
 - Create new lead in Zoho CRM when a new contact is added in respond.io
Create new lead in Zoho CRM when a new contact is added in respond.io