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- Send marketing leads to your CRM
- Add your leads/purchases to Spreadsheet
- Update meetings in CRM & Google calendar
- When Deal is won, notify via Email/Slack
- Automatically create invoices in Quickbooks
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You can also customize or create your own automation and add conditions, multiple actions, etc.
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What All Can I Integrate?
- Add new Ads leads to CRM
- Stop sending follow-ups from drip emails after specific fields in CRM record are updated
- Add new Calendar appointments to CRM as deals
- Create CRM contacts from Ecommerce customers
- Create Newsletter Subscribers from New CRM Deals
- Create and send invoices when CRM deals reach certain stages
- Update CRM accounts when invoices are paid
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