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Question

Database to input leads, sales, and stage of sale

  • 29 October 2021
  • 3 replies
  • 19 views
W

Hi All

Is there a way with Zapier to develop database where I could input leads, allocate them to a sales person and have them update that lead to say, 

Contacted
Demo taken
Sale made

Etc and then then have me be able to run reports from it

 

many thanks

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

jayeshkumarbhatia
Userlevel 6
Badge +6

Hey @wheresitapp ,

 

Zapier is platform to connect cloud apps and built automations. You can connect various lead source with database and store data in database.

 

Troy Tessalone
Userlevel 7
Badge +14

Hi @wheresitapp 

Look into using Airtable as your operational database: https://zapier.com/apps/airtable/integrations#triggers-and-actions

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
W

Cheers Troy,  Ii will take a look 

 

Many thanks 

Justin 

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