Hero background
Logo
No-code automationYour No-code and AI Automation Partner

Automate BoldTrail API Workflows with Make.com, n8n and Zapier

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
Solution
1. New Lead Added to Google Sheets

Capture new lead details instantly.

Perform Lead Assignment
Solution
2. Automated Lead Assignment in Trello

Assign leads based on preset rules.

Update CRM Status
Solution
3. Update Lead Status in Salesforce

Keep CRM statuses up-to-date automatically.

Send Follow-up Emails
Solution
4. Automated Follow-Up Emails

Trigger follow-up emails for new leads.

Track Engagement Metrics
Solution
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.

  • 1
    Automated Lead Management

    Efficiently track and manage all your leads in one place.

  • 2
    Seamless CRM Integration

    Connect BoldTrail with your favorite CRM tools like Salesforce.

  • 3
    Dynamic Workflow Automation

    Create automated workflows that adapt to your sales process.

Feature

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 is 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

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