CRM and sales workflow automation
Connect lead sources, email, calendars and your CRM so records stay current and follow-up work reaches the right person. For wider CRM architecture, see our CRM integration and automation service.
- Capture and validate leads
- Assign owners and tasks
- Synchronise deal updates
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Web form
A qualified enquiry is submitted.
Trigger -
HubSpot
Create or update the record.
Action -
Slack
Notify the sales owner.
Action






