Description

Automate Your CRM with Zapier

Every lead that sits in your inbox without a follow up is money left on the table. Zapier CRM automation connects your lead sources to your CRM, enriches contact data, triggers follow up sequences, and notifies your sales team instantly. No leads fall through the cracks.

Choose Your Package

Feature Starter ($398) Business ($698) Enterprise ($1198)
Lead Sources Connected 2 5 Unlimited
Auto CRM Contact Creation
Lead Scoring
Auto Follow Up Emails
Sales Team Notifications Email only Email + Slack All channels
Deal Pipeline Automation
Data Enrichment
Zaps Included 3 6 12
Delivery 3 days 5 days 10 days

Recommended: Business ($698) connects 5 lead sources with scoring, pipeline automation, and Slack notifications.

Who This Is For

  • Sales teams losing leads because follow ups happen too slowly
  • Small businesses managing contacts across forms, email, and spreadsheets
  • Growing companies that need their CRM to update itself automatically
  • Agencies managing client leads across multiple sources

What Gets Automated

  • Lead capture: Website forms, landing pages, and chat widgets automatically create CRM contacts
  • Follow up sequences: New leads receive personalized emails within minutes, not days
  • Lead scoring: Each lead is scored based on behavior, source, and engagement
  • Team notifications: Sales reps get instant Slack or email alerts when hot leads come in
  • Pipeline management: Deals move through stages automatically based on activity

Supported CRMs

HubSpot, Salesforce, Pipedrive, Zoho, Monday Sales CRM, Freshsales, and any CRM that Zapier connects to.

How It Works

  1. We audit your current lead flow and CRM setup
  2. We design the automation workflow and notification rules
  3. We build and connect the Zaps to your CRM and lead sources
  4. We test with real lead data to verify everything flows correctly
  5. We monitor for 7 to 14 days and optimize based on results

Frequently Asked Questions

Which CRM do you recommend?
For small businesses, HubSpot Free or Pipedrive. For larger teams, Salesforce or HubSpot Pro. We work with whatever CRM you already use.

Can you migrate our existing contacts?
Yes. We can import and clean your existing contact data as part of the setup.

How fast will leads get follow ups?
Within 1 to 5 minutes of submission. Zapier triggers in near real time.

Additional information

Package Option

business-recommended, Enterprise, Starter

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