Announce new leads to your team

Inform your team about any new leads.

Increase efficiency

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Stay organized and up-to-date on important developments by automating internal communication based on user behavior and/or changes to a user’s status.

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.
  • Save time by automating repetitive tasks.
  • Create more opportunities for upselling.

Possible adjustments

Starting point

This automation is triggered when a deal stage changed.

Notify agents

Keep your agents aware of new leads.

Przykład w aplikacji