Zapier’s free application can be used to trigger many marketing automation and data transfer workflows from Salespanel. Salespanel provides five trigger options that can help you set up workflows to any application that supports Zapier. Over 1500+ applications support Zapier and this includes all commonly used sales and marketing software and CRMs.
Salespanel provides these four triggers:
Contact Identified- Triggers when a lead is captured by Salespanel when they fill out a form, message through live chat, or engage from email campaigns.
Visiting Company Identified- Triggers when a company is identified from your website.
Contacts Qualified for a Feed- Triggers when companies are added to a segment that you created on Salespanel. You can set up different workflows for different segments.
Lead Score Updated- Triggers when a contact’s lead score changes. This trigger is useful in updating the lead score of your contacts on any software (like CRM) in real-time.
Triggering for Segments
Segments is the most powerful and the most commonly used feature on Salespanel for triggering various automated processes. Segments can help you trigger anything from simple lead exports to targeted customer engagement workflows.
Segments can be created based on contact data, CRM data, and activity information.
With Zapier and Salespanel segments, you can trigger actions like-
- Notify sales on Slack channel when leads are marketing qualified.
- Notify sales in real-time when high-value accounts are active on your website and show purchase intent.
- Automatically create deals on CRM for qualified leads.
- Export leads, trigger workflows or generate notifications when leads reach a score.
- Add leads to targeted email campaigns based on profile and behavioral data.
If you have an automation based use case in mind and need help setting it up, please let us know. For help regarding setting up Zapier, please visit the Zapier section on our helpdesk.