Loading Apps...
Your No-code and AI Automation PartnerSupercharge Sales Automation with BoldTrail
Leverage BoldTrail APIs to automate CRM tasks such as lead tracking, follow-ups, and analytics, boosting your sales team's efficiency and closing rates.
When a Lead Added
1. New Lead Added to Google Sheets
Capture new lead details instantly.
Perform Lead Assignment
2. Automated Lead Assignment in Trello
Assign leads based on preset rules.
Update CRM Status
3. Update Lead Status in Salesforce
Keep CRM statuses up-to-date automatically.
Send Follow-up Emails
4. Automated Follow-Up Emails
Trigger follow-up emails for new leads.
Track Engagement Metrics
5. Analyze Lead Engagement in Google Analytics
Monitor how leads are engaging with emails.
- Repeat -
Automation Benefits
Top Benefits of Automating BoldTrail
Experience the advanced benefits of integrating automation into your BoldTrail CRM for sales management.
Boost Team Productivity
Automate routine tasks, letting your team focus on selling.
Improve Data Accuracy
Reduce human error by automating data entries.
Enhance Customer Engagement
Automate personalized communications with customers.
Streamline Sales Processes
Integrate with other platforms to create a cohesive system.
Optimize Resource Allocation
Automatically assign leads based on criteria.
Facilitate Decision Making
Automated analytics provide insights for decision-making.
Features
BoldTrail Key Features
Unlock the full potential of your CRM and sales pipelines with BoldTrail through integration and automation.
- 1Automated Lead Management
Efficiently track and manage all your leads in one place.
- 2Seamless CRM Integration
Connect BoldTrail with your favorite CRM tools like Salesforce.
- 3Dynamic Workflow Automation
Create automated workflows that adapt to your sales process.
Outcomes
Transformative Outcomes with BoldTrail
See the tangible impact of BoldTrail automation on your sales processes and revenue growth.
15%
Increased Lead Conversion Rate
30%
Time Saved on Manual Tasks
10%
Higher Customer Retention
FAQ
BoldTrail Automation FAQs
Find answers to common questions about automating BoldTrail to enhance your CRM capabilities.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.