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Your No-code and AI Automation PartnerAutomate CRM Workflows Seamlessly
This automation efficiently manages contacts, streamlines imports and exports, and utilizes activity-based tagging to keep your CRM organized and up-to-date.
When a Contact Created
1. Trigger on Contact Creation
Initiate the automation when a new contact is added.
Find a Contact
2. Search Existing Contact
Check if the contact already exists before proceeding.
Import Data
3. Import Contacts from Spreadsheet
Automatically import new contact data from a spreadsheet.
Export Data
4. Export Contacts to Excel
Automatically export contact data to an Excel file.
Update a Contact
5. Sync Contact Details
Update contact details if changes are identified.
Apply a Tag to a Contact
6. Tag Based on Email Activity
Assign tags depending on the contact's email engagement.
List Contact Activities
7. Track Contact Activity
Maintain a log of interactions and updates with each contact.
- Repeat -
Automation Benefits
Benefits of Automation
Discover the benefits your business will experience by implementing this CRM automation solution.
Increase Efficiency
Streamline contact and data management, saving time and resources.
Reduce Human Error
Automate repetitive tasks to increase data accuracy.
Enhance Customer Interaction
Use tags to tailor communications based on customer engagement.
Scalable Solution
Easily cope with growing contact lists and data sets.
Real-Time Updates
Ensure data is always up-to-date across multiple platforms.
Improve Insights
Gain better insights by tracking and analyzing contact activity.
Features
Automation Features
Explore the key features of this CRM automation solution designed to enhance your workflow management and improve data handling efficiency.
- 1Comprehensive Contact Management
Automate your contact management, ensuring seamless data synchronicity across platforms.
- 2Efficient Data Handling
Facilitate efficient data import and export, minimizing manual efforts and errors.
- 3Dynamic Tagging
Utilize activity-based tagging to keep track of contact engagements and interactions.
Outcomes
Expected Outcomes
Witness noticeable improvements in your CRM system performance and business outcomes with this automation.
50%
Time Savings
90%
Improved Data Accuracy
30%
Enhanced Productivity
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FAQ
FAQ
Get answers to common questions about implementing this CRM automation solution.
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.