Automate Sales

AI Pro can automate sales processes by connecting various apps and services to streamline workflows and improve efficiency. AI Pro can help sales teams save time, reduce manual errors, and focus on closing deals and building relationships with customers.

  • Capture Leads Automatically: Automatically capture leads from forms (like Typeform or Google Forms) and add them to your CRM (like Salesforce, HubSpot, or Pipedrive).

    Enrich Lead Data: Use tools like Clearbit to enrich lead information automatically when a new lead is added to your CRM.

  • Automate Follow-up Emails: Send follow-up emails to new leads or prospects using email services (like Gmail or Mailchimp) when they take specific actions (like filling out a form or downloading a resource).

    Notify Sales Teams: Send notifications to sales teams via Slack or email when new leads are added or specific actions are taken by leads.

  • Update CRM Records: Automatically update CRM records when a lead progresses through the sales pipeline. For example, move a deal to a different stage in Salesforce when a proposal is sent.

    Task Assignment: Create tasks in project management tools (like Trello or Asana) when a deal reaches a specific stage in your CRM.

  • Automate Meeting Invitations: Automatically create calendar events and send meeting invitations via Google Calendar or Microsoft Outlook when a lead books a meeting using scheduling tools (like Calendly).

  • Sync Data Across Apps: Sync data between your CRM and other tools like email marketing platforms (Mailchimp, ActiveCampaign) or spreadsheets (Google Sheets).

    Seamlessly Integrate Data: Automatically integrate sales data between different tools to ensure all systems are up-to-date.

  • Generate Reports: Automatically generate sales reports and send them via email or save them to cloud storage (like Google Drive or Dropbox).

    Dashboard Updates: Update sales dashboards with new data from your CRM or sales tools.

  • Personalized Outreach: Send personalized messages to leads or customers based on their behavior, such as visiting a specific webpage or downloading a resource.

    Birthday and Anniversary Emails: Send automated birthday or anniversary emails to customers.

  • Document Creation: Automatically create sales documents or proposals using tools like PandaDoc or DocuSign when a deal reaches a certain stage.

    Track Document Status: Notify sales teams when a document is viewed, signed, or completed.

  • Invoice Generation: Automatically generate and send invoices using accounting tools (like QuickBooks or Xero) when a deal is closed.

    Payment Confirmation: Send payment confirmation emails to customers and update CRM records when a payment is received.