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Question

Database to input leads, sales, and stage of sale

  • October 29, 2021
  • 3 replies
  • 33 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
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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
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 29, 2021

Hi @wheresitapp 

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

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    W
    • wheresitapp
    • Author
    • New
    • October 29, 2021

    Cheers Troy,  Ii will take a look 

     

    Many thanks 

    Justin 

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