Exelement SyncCloud

Sales

• Add new landing page form submissions to CRM as leads
• Create new CRM entries when new contracts have been signed by leads

Deals

• List New Deals: List all new deals created since the last run date.
• List Deals: List all deals.
• List Updated Deals: List all updated deals since the last run date.
• Get Deal: Get a deal.

Calls

• List Calls: List all calls.
• Get Call: Get a call.
• List New Calls: List all new calls since the last run.
• List Updated Calls: List all updated calls since the last run.

Leads

• Create Lead: Creates a new lead.
• Update Lead: Updates a lead.

CRMs

• If a customer has expressed interest in one particular product, you could automate a follow up email suggesting other products that are similar and provide more to the customer, but are at a higher price point. Ultimately using automated integrations for upsell/cross-sell opportunities.
• Create new CRM contacts from new sales form entries
• Add new contacts to CRM as new leads