Salespanel can trigger various automated workflows with direct integrations, Zapier and API.
Salespanel helps customers leverage profile and behavior data to set up automated triggers using segmentation and lead scoring. Salespanel can also trigger automated systems for all individual leads and company accounts.
Most commonly used Salespanel triggers:
Triggering notifications through Gmail, browser or Slack when leads qualify for segments or reach a lead score
On Salespanel, you can set up segments and lead scoring workflows and create an automated system to notify yourself or SDRs in your company when leads get added to a segment or reach a minimum lead score. This automation can be set up from the segment creation wizard.
Automatically create deals on CRM for qualified leads and sync data both ways
Using integrations, you can set up a workflow to automatically create deals for qualified leads on your CRM and sync data in real-time. Salespanel can sync data both ways and bring data back from CRM to Salespanel for more powerful segmentation.
A direct integration is required to set up two-way sync. One way sync can be set up with either direct integrations, Zapier and API.
Transfer leads to email marketing software
Salespanel can help you automatically transfer either all inbound leads or only qualified leads to your email marketing software for nurturing and engagement. Lead export can be personalized with segmentation to only bring leads who share common characteristics.
Lead export to any email marketing software can easily be set up using Zapier.
Notify sales when high-value accounts or target accounts engage with your website
Salespanel can help you create an automated system where leads who match your target persona or are high ticket are instantly pushed to sales. This works even if a lead is visiting your website for the first time and has not signed up.
This is an advanced level use case and can be set up using Salespanel’s API.
Run retargeting campaigns only for good visitors on low-cost advertising platforms
In another high-value use case, Salespanel can help customers only show retargeting ads to high-value leads even if they have never signed up. And, this can be done in low-cost high engagement platforms like Facebook.
This use case works well for companies that have a moderately high volume of traffic. Contact us if you need more information on this and want to know if this can be suitable for you.
Salespanel can trigger many sophisticated automated workflows and if you have a use case in mind, we will definitely help you set it up.