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By accessing your profile and clicking on "Third-party Integration," you will find several integration options.
Integrations with Zapier
With Zapier, you can connect Sage Sales Management with numerous other applications and automate repetitive tasks to enhance your productivity.
This article provides an overview of the different integration options available.
Google Forms
Automatic Creation of Contacts and Companies
Automatically create contacts and companies from responses submitted through a Google Forms questionnaire, saving time and reducing errors.
Automatic Creation of Opportunities
Every time a form is completed, a new opportunity is automatically created in Sage Sales Management.
Integration Benefits:
Automatically transform form responses into business opportunities.
Eliminate manual data entry, reducing errors and saving time.
Ensure leads are assigned to the right salesperson efficiently.
Google Forms becomes a key tool for capturing relevant information and turning it into actionable insights in Sage Sales Management.
WPForms (WordPress Forms)
Automatic Creation of Contacts and Companies via WPForms Registrations
With this integration, each completed WPForms submission automatically generates a contact and company in Sage Sales Management.
Integration Benefits:
Automate lead capture without manual intervention.
Improve efficiency and reduce human errors.
Instantly send collected information to the appropriate sales representatives.
WPForms allows you to design custom forms to collect valuable data and convert it into business actions.
Typeform
Automatic Creation of Contacts and Companies
Convert each completed Typeform questionnaire into a new company and contact in Sage Sales Management.
Integration Benefits:
Instant synchronization with Sage Sales Management.
Automatic lead assignment to the appropriate sales representatives.
Eliminate manual tasks for maximum efficiency.
Typeform is an interactive tool that enables seamless and dynamic information collection, optimizing business management.
Shopify
Turning Potential Customers into Client Accounts
The integration between Shopify and Sage Sales Management via Zapier allows for automatic account creation in Sage Sales Management when a new customer is added in Shopify.
How It Works:
A customer creates an account or makes a purchase on Shopify.
Zapier detects this event and creates a customer account in Sage Sales Management.
Customer information and relevant details are transferred automatically.
Benefits:
Eliminates manual data entry.
Ensures seamless synchronization between Shopify and Sage Sales Management.
Improves customer management and sales optimization.
Slack
Notifications for New Contacts and Opportunities
With this integration, you can:
Receive a Slack notification when a new contact is added to Sage Sales Management.
Be informed when a business opportunity is won.
Slack is a real-time communication platform that facilitates team collaboration by centralizing essential business information.
Gmail
Automatically Send Congratulatory Emails for Won Opportunities
Boost team motivation by recognizing their achievements.
Automate the congratulatory message process via Gmail.
Google Tasks
Automatic Task Transfer
With this integration:
Tasks created in Sage Sales Management are automatically added to Google Tasks.
A bi-directional synchronization ensures better task management.
Reduces missed tasks and improves productivity.
Microsoft Excel
Automatic Creation of Contacts and Opportunities
This integration allows:
Automatically adding contacts to Sage Sales Management when a new row is added in Excel.
Generating new business opportunities via Excel sheets.
Goal: Automate sales activities by connecting Microsoft Excel with Sage Sales Management.
Google Contacts
Real-Time Contact Synchronization
This integration allows you to:
Eliminate manual contact transfers.
Ensure automatic and immediate synchronization between Google Contacts and Sage Sales Management.
HubSpot
Automatic Contact Management
With this integration, any contact added to HubSpot is automatically created in Sage Sales Management.
Benefits:
Eliminates duplicate data entry.
Ensures real-time synchronization.
Aligns marketing and sales operations.
Facebook Lead Ads
Automatic Conversion of Facebook Leads into Sage Sales Management Contacts
With this integration, leads generated via Facebook Lead Ads are instantly converted into sales contacts.
Benefits:
Capture leads efficiently without manual intervention.
Optimise digital marketing and advertising campaigns.
LinkedIn Lead Gen Forms
Convert LinkedIn Clicks into Sage Sales Management Contacts
With this integration, each submitted LinkedIn Ads form is automatically transformed into a contact in Sage Sales Management.
Benefits:
Eliminate manual data entry.
Improve lead processing speed.
Enhance B2B lead conversion.
Clearbit
Enhancing Customer Data
The integration between Clearbit and Sage Sales Management via Zapier enables automatic enrichment of customer records with detailed data.
How It Works:
A new account is created or updated in Sage Sales Management.
Zapier sends a request to Clearbit to fetch additional information.
The enriched data is automatically updated in Sage Sales Management.
Benefits:
Better understanding of customers and prospects.
Optimisation of marketing and sales strategies.
Time-saving through automation.