Your No-code and AI Automation PartnerEnhance Sales Efficiency with Salesforce
Automatically update Salesforce records with lead activity data from Marketo when high-value pages are visited. Streamline your sales process with accurate and timely insights, leading to improved lead scoring and follow-up strategies.
Monitor when a lead visits a designated high-value page.
Capture and log the details of the page visit in Marketo.
Automatically update the lead's record in Salesforce with visit details.
- Repeat -
Automation Benefits
Benefits of Automating Lead Tracking
Revolutionize your sales process with these compelling benefits.
Improved Data Accuracy
Ensure lead records are always accurate and up-to-date.
Enhanced Sales Productivity
Free up time for sales teams to focus on high-value tasks.
Streamlined Processes
Automate repetitive tasks to streamline your sales workflow.
Better Lead Engagement
Tailor your follow-up strategies based on accurate activity data.
Increased Revenue Potential
Drive revenue growth with improved lead management.
Seamless Integration
Experience a smooth integration process with Marketo and Salesforce.
Features
Key Features of Automation
Unlock the potential of your sales process with these essential features.
- 1Real-Time Activity Tracking
Monitor lead activities on your website instantly with Marketo.
- 2Automated Record Updates
Ensure Salesforce records are always up-to-date with real-time data.
- 3Improved Lead Scoring
Enhance your lead scoring by incorporating web activity insights.
Outcomes
Expected Outcomes
Transform your sales strategy with these impactful outcomes.
30%
95%
50%
More Automation Use Cases
Potential Automations for Your Business
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Scale your impact with custom Chat Bots
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.
Smart Email AI assistants for your Inbox
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.
Put your internal knowledge to work with RAG AI
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.
Frequently Asked Questions
Get answers to common questions about this automation.
Pricing Plans
Our pricing plans
Choose a plan that is 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
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.