New CRM deal upon registration

Organise your leads and make sure your sales reps receive new ones at the right moment. This automation creates a new deal every time someone registers on your website.

Increase sale

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Add a new deal to your CRM upon a user’s registration. Automate this process and save time by eliminating this repetitive task.

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.
  • Increase customer lifetime value.
  • Reduce staff costs by automating repetitive tasks.
  • Reduce errors; (people miss things, computers don't.)
  • Boost sales.

Possible adjustments

Starting point

Use the event ‘registration’ to trigger this automation.


Divide deals among your sales representatives.


Create a deal a store it in your CRM.

Agent notification

Once the deal is created, notify your agents.

Przykład w aplikacji