Track Lead Status Changes Across Multiple CRMs Automation | No-Code Automations

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Streak

How it works

This automation template simplifies your sales workflow by automatically synchronizing lead status changes across your CRM platforms. It ensures that all your CRMs reflect the most up-to-date lead information, keeping your sales team aligned and informed.

Connect Your CRMs: First, you'll connect all your CRM platforms (like Zoho CRM, HubSpot, Pipedrive, and others) to the automation template.
Monitor for Changes: The automation continuously monitors for any lead status updates across all your connected CRM systems.
Identify Matching Leads: When a status change is detected in one CRM, the automation identifies the corresponding lead records in your other connected CRMs.
Update Lead Status: The automation then automatically updates the lead status in the other CRMs to match the change made in the first CRM.
Stay Informed: Your entire sales team will now have the most current lead status information, no matter which CRM they are using.

Track Lead Status Changes Across Multiple CRMs

Step 1:

Close CRM

Step 2:

Zoho CRM

Step 3:

HubSpot

Step 4:

Pipedrive

Step 5:

Salesforce

Step 6:

Nimble

Step 7:

Insightly

Step 8:

NoCRM

Step 9:

Streak

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Perfect for these users

To get started with this automation template, you'll need to ensure you have accounts and access to the CRM platforms you want to connect. This template streamlines lead status updates across multiple CRM systems.

Accounts with at least two of the following CRM platforms: Zoho CRM, HubSpot, Pipedrive, Salesforce, Close CRM, Nimble, Insightly, NoCRM, or Streak.
Necessary permissions within each CRM to read and update lead information.

Imagine the frustration of a sales team working in silos, each using a different CRM and unaware of lead status changes happening elsewhere. This automation template solves that problem by acting as a central hub for your CRM data. By instantly syncing lead status updates across all connected platforms like Zoho CRM, HubSpot, and Salesforce, you ensure every team member has the same, up-to-date information. This real-time synchronization not only saves valuable time, but also minimizes errors and promotes seamless collaboration, ultimately leading to more efficient lead management.

Stop manually updating lead statuses and start syncing them automatically! Get real-time CRM updates and keep your entire team on the same page.

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Frequently asked questions

Which CRM platforms does this automation template support?

This automation template integrates with a variety of popular CRM platforms, including Zoho CRM, HubSpot, Pipedrive, Salesforce, Close CRM, Nimble, Insightly, NoCRM, and Streak. This broad compatibility ensures that it can be utilized by sales teams using different CRM systems.

How frequently does the automation update lead statuses?

The automation continuously monitors all connected CRM platforms for lead status changes in real-time. Upon detecting a change in one CRM, it immediately identifies and updates the corresponding lead in all other connected CRMs. This ensures that your sales team always has the most up-to-date information.

What happens if a lead doesn't exist in one of the connected CRMs?

This automation template is designed to update existing leads across your CRM platforms. The template will attempt to find a matching lead based on identifying information. If a matching lead is not found in a connected CRM, the automation will not create a new lead, but it will also not prevent the existing lead from being updated if it's found in other CRMs. In cases where a lead doesn't exist in a connected CRM, you may want to consider a separate automation to create new leads or to manually review the data.