Sales Pipeline

Close more deals across your sales pipeline with automation

Create a seamless sales experience by notifying reps of key activity and streamlining deal-closing processes.

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Create a seamless buying process

Remove friction from every stage of the buying process. Automation can help create a seamless experience for prospects, from lead handoffs to follow-ups to contract signing—resulting in increased conversion rates.

Keep your reps selling

Give your reps all the customer info they need to win. They’ll spend less time digging up critical info and more time closing deals.

Adapt and scale your sales process

The market moves fast. To keep up, use automation to easily create new ways for buyers to engage with your teams, launch programs fast, measure impact, and adjust accordingly.

Automate every part of your sales pipeline

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Account 360°

Paint a holistic picture for each account

No more scouring for account details across different platforms. Use Zapier to pull everything reps need into one centralized hub.

Craft messages that convert

Make it easy to find details that help reps create tailored messages that win more deals.

Add product usage data from Pendo to Salesforce

Show past ticket information from Zendesk in Zoho

Account activity notifications

See when leads are hot

Timing is everything. Use automation to notify your team when buyers engage with content, hit in-product milestones, or check out your site.

Reach out at the right moment

Take action on your intent data by letting reps know immediately—giving them the best possible chance of getting their prospect's attention.

Notify reps in Slack when owned accounts download an asset on your Webflow site

Identify when prospects hit onboarding milestones, and notify the account team in Zoho CRM

Sales process alignment

Seamlessly hand off accounts between teams

Make handoffs smooth and simple between SDRs, account executives, customer success, and professional services. Automate followups and share all the info they'll need to close the deal.

Build a better buying experience

You don’t want your accounts to feel like they're in a game of hot potato. Leverage automation to create a standardized process to ensure no accounts fall through the cracks.

Dynamically send handoff emails via Gmail when prospects are marked as qualified in HubSpot

Add accounts in Vitaly when deals move to closed-won in Pipedrive

Enablement and ramp up

Get a curated view

Keep reps focused on the details that matter most to your team with custom-built resources. Use automation and AI to create and send documentation and route updates to the right place.

Pass along the right info

Curate communication streams so your team knows what’s important and doesn't get bogged down by what's not.

Enroll reps in Lessonly when they hit onboarding milestones in Asana

Intake important updates via Interfaces, and send a weekly roundup of need to knows on Slack

Account-based marketing

Grow revenue together

Create personalized experiences and campaigns that get customers to sign on the dotted line with a holistic experience across sales and marketing.

Create a single customer view

Plan, execute, and report on your ABM program using a comprehensive and unified data set powered by automation.

When prospects are added to an ABM list in Salesforce, add them to a specific advertising list in LinkedIn

Send custom event invitations in Mailchimp, then create a task in HubSpot to have reps follow up

Quote to cash (Q2C)

Close out closed-won

Take the manual work out of your Q2C so reps can focus on closing new customers or onboarding rather than chasing down invoices.

Bring deals home

You worked hard for that customer. Make sure they turn into revenue by streamlining and automating your Q2C process.

Create new customer in Chargebee when deal moves to closed-won in Close.io

If a deal is in “Contract Signing” stage in Saleforce for too long, send a reminder via Gmail

Deal desk and cross-functional support

Centralize your deal desk

Create workflows so reps and approvers can easily ask questions (and see the response), collaborate on terms, and get approvals seamlessly wherever they work.

Deliver invaluable customer insights

Make it simple for reps to share customer insights across teams—that way, it's easier to develop the right resources you need to close deals. Automatically flag product opportunities, share challenges, and more.

Ask for approvals via Slack, link any documents with Docusign, and automatically follow up

Capture product feedback from Microsoft Dynamics and send it to Productboard

Connect your apps to build an efficient Sales Pipeline tech stack

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With Zapier, Fellow increased sales productivity and impact

“Because of Zapier, all of the account managers are able to focus their time on key accounts and the channel strategy that drives revenue growth.”

—Alicia Roberts, Key Account Sales Manager at Fellow

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Get started quickly with these best-practice templates

Improve conversions and grow revenue with automation

Connections for every tool

With 8,000+ integrations, Zapier lets you connect the tools all your teams use—from your Sales Development team to Customer Support and beyond.

Advanced customization

Use tools like Paths and Filters to seamlessly send leads to the right destination.

Faster automation

One-minute update time on paid plans means you always have up-to-date data on your accounts.

See what automation can do for your Sales Pipeline team

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