Add new landing page form submissions to CRM as leads
Create new CRM entries when new contracts have been signed by leads
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.
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.
Create Lead: Creates a new lead.
Update Lead: Updates a lead.
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
Looking for additional or custom integration methods?
We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.