CRM Automations

Streamline your sales process with intelligent CRM workflows that move prospects through your pipeline automatically, ensuring no lead falls through the cracks.

Supported CRM Platforms

We integrate with all major CRM platforms and can work with custom APIs for specialized systems.

HubSpot
Salesforce
Zoho
Pipedrive
Airtable
Custom APIs

Automation Features

Lifecycle Management

Automatic stage progression based on prospect behavior and engagement

  • Automated stage transitions
  • Behavior-based triggers
  • Custom progression rules
  • Pipeline optimization

SLA Monitoring

Track response times and escalate overdue tasks automatically

  • Response time tracking
  • Automatic escalation
  • SLA breach alerts
  • Performance metrics

Team Coordination

Seamless handoffs between marketing, sales, and customer success

  • Automated assignments
  • Handoff workflows
  • Team notifications
  • Collaboration tools

Ready to automate your CRM workflows?