Automate your sales process
You focus should be on closing leads, not processing them
Using automation tools like Zapier & Integromat we can change that for you.
What problems can we solve?
A good lead gen funnel usually involves moving lots of data between apps. Automation can help reduce the time spent on that.
Adding new lead data to your CRM
Manual data entry is the biggest way businesses waste their time. We can make sure new leads are added to your CRM automatically.
Assigning leads to staff
Some CRMs take care of this automatically, but if not, we can make it happen - even using round robin or other custom distribution methods.
Automated followup messages
Want to send your leads SMSs, emails or even snail mail when they reach set milestones? It's totally possible.
What sales apps can be automated?
Chances are your sales process involves (or should) at least one of the apps below. Check out our ideas for what you can automate.
App
Automation use cases
Integrations
Task
Activity
A popular CRM and one of the easiest to integrate with other apps. It's particularly good for companies with complex sales pipelines.
Assignee
Create, manage and analyse sales outreach cadences using email, SMS and social media.
If you already spend most of your day in Gmail, you may as well have your CRM in there as well. Streak is your choice for that.
Don't see your app listed? We can probably still help
It's possible to create custom integrations for Zapier and Integromat, and there are other ways to connect apps.
Tell us about the bottlenecks in your sales process
We've helped dozens of your businesses just like yours save time and money by automating their business development efforts.
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The 6 best zaps to supercharge your sales process
Unless you’re very lucky, sales don’t always come easy. So lighten the load for yourself, or your sales team, by creating a scalable and repeatable process with sales automation.
Read the articleHow these companies use Zapier for sales automation
Using Zapier to automate your sales process is a popular use case. We look at some companies doing it.
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