Automating Lead Management with Zapier & ShareBuilder CRM

Oct 11, 2023 3:15:00 PM / by Taylor Snow

ZapierBlog

In today's digital age, managing leads has become an increasingly complex challenge for companies. This is where our recently released Lead Management system, steps in. And the cherry on top? We've integrated Leads and Contacts with the entire Zapier platform. Zapier is a solution that allows our customers to automate parts of their workflows by connecting the apps they already use every day with ShareBuilder CRM.

Zapier isn't just for the tech-savvy; it's designed so anyone can automate workflows by linking daily-use apps with ShareBuilder CRM. The best part? It's available at no additional cost.

Example Integrations

Below are just a few examples of the different ways you could power up your ShareBuilder CRM leads using our new Zapier integration.

Gogole FormsAutomate new leads from your website with Google Forms

Create leads in ShareBuilder CRM automatically when a form is filled out on your company's website. Zapier integrates with over 250 forms and survey solutions that can be used to create and update leads in ShareBuilder CRM automatically.

Creating Leads from 2-3

HubSpot is a great lead generation tool that fits perfectly into the ShareBuilder CRM Lead Management solution. We recognize that every manager's approach to lead generation is unique, so we've enabled customers to create their own custom solutions via Zapier to sync leads between HubSpot and ShareBuilder CRM.

Use our Mailchimp Zap template to get started!

Send Leads to 4-3

It's not just about getting leads into ShareBuilder CRM. Our Zapier integration turns ShareBuilder CRM into a central hub for all your leads. Connect to nearly 100 different email marketing solutions and automate contact email campaigns.

1-4Generating Leads in TikTok? You can import those too!

New lead generation platforms emerge regularly, and TikTok for Business is no exception. Our Zapier integration was built to adapt quickly to new platforms, and we offer a TikTok Zap Template to get you started.

 

We're eager to see the innovative solutions you and your team will create using ShareBuilders and Zapier. If you have any questions, don't hesitate to reach out.

Tags: ShareBuilders, Customer Success, CRM, Account Management

Taylor Snow

Written by Taylor Snow

VP, Product

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