Create a deal and notify the assigned agent

Don’t let hot leads slip away. Create a deal when a user provides you with specific details then notify the agent automatically assigned to that deal

Closed deals

up to12%

Fully automate your sales process. Create a deal once your lead submits a form, and notify the appropriate agent.

While there are many benefits to implementing marketing automation, we feel the following are some of the most important:

  • Improve your closing ratio and raise the average value of your deals.
  • Reduce errors; (people miss things, computers don't.)
  • Increase customer lifetime value.
  • Pass all relevant data to your sales team in the blink of an eye.

Possible adjustments

Starting point

Select the page which triggers this automation.

Precision targeting

Use advanced filters to target only the users you want to reach.

Personalized form

Show users personalized, well-designed forms and gather more data.

Agent notification

Once the deal is created, your agents are notified immediately.

Example in the app