Streamline task creation and notifications for your sales team using Vtiger, Google Calendar, and Trello. Automate task assignments and notifications to enhance customer interactions and increase conversion rates.
Trigger when a new deal is added or moved.
Assess deal attributes to determine importance.
Add a reminder for the assigned sales rep.
Inform the team about new tasks via email.
Reassign tasks in Trello based on priority.
- Repeat -
Automation Benefits
Unlock the benefits of automating your sales follow-ups.
Focus on interactions rather than manual tasks.
Reduce time spent on administrative tasks.
Organize tasks efficiently using priority levels.
Boost sales team productivity with fewer manual tasks.
Keep your team informed with instant updates.
Assign tasks based on workload and priority.
Explore the essential features that automate your sales follow-up process.
Seamlessly create task reminders for your sales reps.
Assign tasks based on priority and workload.
Notify the sales team instantly about new tasks.
Outcomes
Discover the significant outcomes your business can achieve with this automation.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Find answers to common questions about automating sales follow-ups with Vtiger.
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Pricing Plans
Choose a plan that's suitable for your needs.
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
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
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