
AI Chat for Business TemplateChatbots
Chatbots
Organize and automate your sales pipeline to confidently grow your business.
Imagine if you could spend more time on relationships and less on the nitty-gritty of lead management. That’s exactly what you’ll get if use this template to build your very own automated Sales CRM—complete with lead capture forms and a dashboard to track leads, deals, and activities.
A customized Sales CRM built on Zapier is your ticket to a simplified and organized sales pipeline. It's like having an assistant who specializes in dotting the I's and crossing the T's, so you can focus on what you do best—winning clients and growing your business. It consolidates lead information, keeps deals and activities organized, and gives you the flexibility to connect 6,000+ different apps through Zapier’s platform.
This template gives you the foundation for a fully functioning sales CRM built with Zapier Tables, Zapier Interfaces, and Zapier Workflow. Within the created project you’ll find:
From there, you can create additional workflows. For instance, connect Gmail to add a new activity any time a lead sends you an email or send your team a Slack notification when a deal has been closed-won.
To set things up, all you need to do is:
This template is ideal for sales managers and business owners or founders at small businesses and organizations who are struggling to keep their sales pipeline organized and who want more time focusing on closing deals instead of operations. With lead capture forms, deal and activity trackers, email notifications, and automations all on Zapier, this template simplifies your lead management and sales pipeline so that you can work on closing deals.
Because Zapier can connect to 6,000+ different apps, a Sales CRM built with Zapier Interfaces, Tables, and Workflows can stretch and automate no matter what unique system of apps you’re using with no coding required. With built-in automation, you’ll see exactly how your CRM works, giving you the confidence you need to work smart and close deals.
Yes. The included interface comes with a public, password-protected, or managed user link that you can share with your team for access.
Yes. One of the key features of Zapier and benefit of using this template is its compatibility with a wide range of email marketing tools. Thanks to Zapier's extensive library of integrations, you can easily connect it with the tools you're already using.
Yes, all forms can easily be embedded on your website. Or they can serve as a standalone page with a unique URL.