Database to input leads, sales, and stage of sale

  • 29 October 2021
  • 3 replies

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, 

Demo taken
Sale made

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


many thanks


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3 replies

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.


Userlevel 7
Badge +14

Hi @wheresitapp 

Look into using Airtable as your operational database:


Cheers Troy,  Ii will take a look 


Many thanks