Sales has come a long way from the days of cold-calling and analog order forms. Modern sales teams need to be tech wizards in their own right, managing everything from sophisticated digital ad campaigns to frequent, personalized messaging through SMS, email, and video calls.
The right customer relationship management (CRM) tool can go a long way toward simplifying the sales process.
LeadConnector is an AI-powered CRM platform that can help your team manage leads, even in high volumes across multiple sales reps.But sometimes the digital noise can still get in the way of doing the most important part of your job: actually nurturing leads. Zapier lets you connect LeadConnector with the rest of your team's most-used apps, reducing the time you spend on data entry and creating a reliable, scalable process. Here are some of the top ways to help you get started.
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- Collect leads automatically
- Send lead data to a spreadsheet
- Notify your team about new lead activity
- Add leads to LeadConnector campaigns
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can
read more about setting up Zaps here.Collect leads automatically
Your leads (hopefully) find you in several places. But that means if you want to keep your CRM organized and up to date, you have to keep your eye on website contact forms, social media ad campaigns, and more. And that's not to mention remembering to enter new email inquiries and calls into LeadConnector.
As your business grows, the number of prospects will increase—which means you could easily spend all your time just wrangling contact information from multiple lead sources. Automation lets you funnel all incoming leads neatly into your CRM, giving you time to actually nurture leads and close deals.
From forms
If you collect lead data using a form, you can use one of these Zaps to add that information to LeadConnector automatically. Whenever a new entry is submitted in Typeform, Gravity Forms, or Jotform, Zapier will add a new contact or opportunity in LeadConnector. Or if that lead's profile already exists in your system, Zapier will update it with the new form information. That way, you'll keep your CMS up to date without any double entry.
From ad campaigns and funnels
When a lead clicks on your social media ad or landing page, that's when they're most open to hearing more from you. It's crucial to follow up while you still have their attention.
These Zaps send new lead information from Facebook Lead Ads, ClickFunnels, or TikTok straight to your CMS. That way, you have everything you need for prompt follow-up.
From meetings
There are few better ways for a lead to signal interest than to book a call or email with you directly. If someone contacts you or schedules a meeting, you probably jump straight into the conversation. Your focus is on nurturing that lead (as it should be), but it's all too easy to forget to update your CRM with that lead's information.
Don't let interested prospects slip through the cracks. These Zaps add new leads from your calendar booking apps, ensuring each appointment makes it into LeadConnector for follow-up later.
You can also set up automated workflows to send information from emails directly to your CRM. Use Email Parser by Zapier to extract lead information from incoming emails or have Zapier watch for labeled emails in Gmail. Or, if you use a dedicated Gmail address for inquiries, you can send every new email to LeadConnector.
From anywhere else
If the tool you're using to gather leads doesn't have a Zapier integration, you still have options. A custom
webhook is an easy way to add lead data from other apps to your CRM.Whether you use an obscure form builder or a custom meeting scheduler, you can still save time with automation. You can even add a
ChatGPT step to summarize information (like an inquiry message or sales call transcript) before sending that update to LeadConnector. These templates can help get you started.Send lead data to a spreadsheet
LeadConnector is a great tool for managing and connecting with leads on a daily basis—but you probably want a backup storage option for your lead information. Tools like Google Sheets and
Zapier Tables let you keep a copy of your most essential sales data, not to mention sort, filter, and analyze trends in lead generation and conversion over time.A spreadsheet also works as a central
source of truth that makes it easier to stay consistent across your organization. Not everyone in your business uses LeadConnector or your other sales tools—but odds are good everyone is familiar with spreadsheets.These Zaps let you create automatic backups of your LeadConnector contacts. Anytime a pipeline stage changes in LeadConnector, a new matching row is created in Google Sheets or Zapier Tables.
You can also use automation to add contacts in LeadConnector for new spreadsheet rows. If you exported leads to Google Sheets from another app and now want to upload them to LeadConnector, use one of these Zaps to simplify the process.
Notify your team about new lead activity
As leads progress through the deal cycle, it's important to keep your team in the loop. Otherwise, sales reps might miss an opportune time to reach out, and an engaged prospect could slip through the cracks.
With the Zaps below, you can send messages to your team—via Slack, Teams, or email—when the pipeline stage changes for a contact, giving everyone an accurate and up-to-date view of the lead funnel.
Add leads to LeadConnector campaigns
Each new prospect should get a timely message when they're most engaged. If a lead clicks on an ad or landing page, saving them to your CRM is important—but it's also a good idea to take immediate action. Capitalize on their interest by adding them to an automated campaign in LeadConnector right away.
The Zaps below automatically add new contacts from Facebook Lead Ads, ClickFunnels, or your custom webhook straight into a LeadConnector campaign. That way, you maximize the chances of turning those leads into customers.
Optimize your lead management by automating LeadConnector
The best sales process involves an airtight lead funnel. You need a chance to stay in touch with prospects at all stages of their journey—and make sure none of them slip through the cracks along the way. By
automating LeadConnector with Zapier, you can do precisely that.Related reading:
This article was originally published in June 2023, written by Will Harris. It was most recently updated in July 2024 by Nicole Replogle.