CRM Automation

Common use cases

• Creating contacts and deals from enquiries
• Updating stages from emails or forms
• Task creation and reminders
• Syncing with spreadsheets

How it works

• Creates and updates CRM records from forms, chats and emails.
• Moves deals between stages based on agreed events.
• Creates tasks for owners and keeps an activity history.
• Syncs selected fields with other tools you use.

Example workflow

1. Business event
2. Match contact
3. Create or update record
4. Assign task
5. Log activity

What it is designed to help with

• More complete customer records
• Less manual typing
• Pipeline you can trust

Results depend on your processes and data. We don't promise specific savings or revenue.