Closing your sale is easy … when you do it perfectly. And it’s easy to close sales perfectly when you have a good followup schedule.
Callingly gets you over the first hurdle in sales: Making the initial contact. And that first call is crucial: According to a study conducted by Dr James Oldroyd, Professor and Faculty Fellow at MIT, calls to leads which take place up to five minutes after the customer fills out a web form will get picked up.
But wait just 30 minutes, and the chance the lead will pick up your call drops a precipitous 100 times.
Dr Oldroyd’s study looked at web-generated leads, just like Callingly does. His study also found that if 20 hours are allowed to elapse between initial customer interest and the first sales call, each call your salespeople make will actually do damage to your ability to qualify those leads.
The Perfect Sales Follow-Up
Another study published in the Harvard Business Review shows 37% of businesses respond to leads within an hour.
Just 37% responded within a timely fashion!
Consider the flip side of that statistic: A whopping 63% of businesses surveyed took far too long in responding to their leads. And as noted above, waiting a whole hour can have dramatic consequences.
There are more ways to do business now than at any other time in history. You have to act fast if you want to capture and follow-up with a lead. And if you want to act fast, you have to improve your lead response time.
Responding in Time
That 63% of businesses that don’t respond to their sales leads in time do so because they don’t have the right software and the perfect sales follow up process.
Many sales teams endure broken processes: Leads get stuck in queues because sales reps aren’t notified. Or there are bottlenecks in the process, such as one or two humans who assign leads to individual sales reps.
This is a colossal liability. Why? Because a delay of hours, or even mere minutes can end up with you struggling to get an otherwise interested prospect engaged, as the statistics above reveal.
If you fail to engage your prospects in a timely fashion, you risk losing the sale.
Following Up With Callingly
When you use Callingly to manage your sales lead schedule and process, you know that every single lead is going to get a call. When you have sales agents available, your lead’s phone will ring in less than 30 seconds.
And when the call is over, your CRM will get a recording of that call. Not only that, but you’ll also get detailed analytics of your team’s performance. This includes information about their response rate, speed of response, connection rate, call length, and more.
Ever hopped on a landing page and tried booking a demo?
You plug in your details, then a day later someone from the sales team reaches out, you go back and forth on finding a time that works for you both, and finally hop on a call to discuss the product.
That’s a lot of work and opportunity for a lead to slip through the cracks and not convert.
Moreover, as a sales team, this workload 10x as you grow with all your demo requests coming in. Your sales agents are spending a lot of time managing this workflow. And maybe you don’t have the budget for a fancy sales CRM tool to tackle all of this for you.
Luckily, using tools such as Zapier we can build a no-code automated flow to instantly capture demo requests, and schedule a call with a sales agent. When the time comes, your sales agent is automatically connected to the lead for the call.
We’ll do this by using four main tools:
Calendly – to automatically capture and book meetings on a calendar
Callingly – to schedule a call to connect the lead with a sales agent
Gmail – to send confirmation email to the lead that they’ll be reached out to on the booked time slot, and send any advance information their way
If you’re not a fan of long articles, well we’ve got a video recording of this set up for you here.
Step 1: Connect Calendly to Zapier
The first step is to ensure that whenever a meeting is booked on Calendly, this triggers a Zapier workflow.
To do this, let’s first find the Calendly app on Zapier, and trigger the Zap whenever a calendar event is created using the ‘Invitee Created’ trigger event.
You’ll be prompted to link your Calendly account to Zapier like below:
When you do this, you’ll see a pop up asking for an API Key. This key can be found on your Calendly page.
To find the API Key, head to integrations in the top right corner.
Copy the integration API key available as seen below, and paste it into the Zapier pop up and hit Yes, Continue.
Once you’ve done this, you can create a dummy calendar event on Calendly to test that the trigger event works.
Once you’ve done this, on Zapier, test the trigger zap and you should see a success prompt like the one below:
Step 2: Send Calendly bookings to Callingly
Great! So now you’ve got Zapier listening in to whenever a new event is booked on your Calendly for your demos. We can now make sure any demo booking is sent over to Callingly so a call is scheduled for the future with a sales agent to reach out to that lead over the phone.
Let’s first find the Callingly app on Zapier:
We then want to select the ‘Schedule a Call’ action event so the call is scheduled for the future.
We can now pass in the specific data necessary for Callingly to schedule the call as seen below:
Once we’ve done this, if we test the event and head to our Callingly dashboard Calls view, you’ll see a call has been scheduled for the future:
Step 3: Send confirmation using Gmail
Final step. Let’s now make sure the lead gets a personal note from the Callingly team confirming the demo meeting has been booked and that we’ll be reaching out.
To do this, create another action event and add the Gmail app with the action event ‘Send Email’.
Hit Continue, we can now pass through the necessary details to craft our email as seen below:
Once you’ve done this, hit Continue and give it a Test. After that, hit Done Editing and turn on your Zap. You’re all set and good to go.
Whenever a new demo or meeting is booked, you’ll now automatically ensure someone on your team is connected with the lead at the meeting time, and also send a confirmation email right away letting them know the meeting was booked successfully.
See any improvements that could be made?
Any other automation workflows you’d like us to build?
Remote working is gaining momentum like never before. Just about every industry has transitioned to remote work. Sale reps are also selling things to people from the comfort of their homes. According to Salesloft, ten inside/remote sales reps are being brought on right now for every outside/field sales rep being hired.
The word is that no one can’t stop the remote working wave and especially in the sales sector. So wouldn’t it be better if we just start to absorb the remote culture bit by bit? Well, many sales reps are doing just that, but they are facing some issues to excel at their new remote sales job.
“Depending on what they are, our habits will either make us or break us. We become what we repeatedly do.” – Sean Covey.
In today’s piece, we’ll list down some daily habits you can opt to excel at your new remote sales job.
Start Selling In The Morning
Although the work environment has been shifted, no pandemic can replace the potential of working in the morning. There’s a reason why Benjamin Franklin quoted,
“Early to bed and early to rise makes a man healthy, wealthy and wise.”
World leaders, innovators, legends, and you name it; all these people had one thing in common, they started working in the morning. They made tough decisions and worked hard in the morning when their mind was sharp and fresh.
As a remote sales rep, your job is to sell. And you’ll only be able to achieve this goal is by dedicating your most essential tasks for the morning. Remote sales reps who are acing their job have reserved their mornings for any stuff that will lead to a sale.
No matter who you are, a night or a morning person, to excel at your remote sales job, sketch up an early morning routine for yourself. When you’ll have zero distractions in the morning and total focus on selling, you’ll be thanking us.
Every night, allocate around 30 to 45 minutes to decide what and how you are going to approach your goal in the upcoming today. And make sure to tie important sales-related tasks when everyone is in their warm and comfy beds!
Maintaining A Routine & Time Blocking
As a remote sales manager or a rep, you have the flexibility to work whenever you want. But sometimes, too much flexibility can hurt your workflow and progress. Setting up & maintaining a routine along with time blocking will help you to achieve great things in the long run.
Firstly, set-up a routine that suits yourself and your job requirements. Lay down all the things that will help you to sketch up the best possible routine to excel at your remote sales job. After that, try maintaining the routine and inject it into your daily habits.
Assign strict email hours, meeting gaps, lunchtime, etc. And most importantly, concentrate on one thing at a time to boost your productivity. As you are working remotely, keep in mind about your teammates or staff’s locations and time zones as nobody likes to receive a skype video invite at midnight.
Time blocking means dividing your day into small blocks of time. Block specific chunks from your time to carry out particular tasks. For instance, you can’t send emails at night, block a specific time in business hours to schedule, or send emails. Along with time blocking, try to recognize which tasks are draining you out more quickly and shift them in your morning block.
Track & Contact Customers Effectively
So you or your team got a lead, but the customer is still waiting for human interaction. That’s wrong! In your remote sales job, you or your team must efficiently track and contact customers or leads as soon as they are being captured.
As the sales sector is shifting to the digital world, it’s now simple and straightforward to track and contact leads asap. Lead Response Management or LRM platforms provide speedy interaction with leads as soon as they are captured.
One such software is Callingly, this software lets you respond faster and close more. With Callingly, whenever a new lead comes in, it automatically calls your sales team to connect with the customer. If nobody is online, Callingly keeps on trying to connect with one of your sales team members. When your sales rep picks up the call, he/she hear a custom whisper text about the lead’s information. After the call, everything gets synchronized with your CRM, website, or Lead Platform.
In today’s digital world, it’s essential to invest in a Lead Response Management software as manually juggling between leads can cause you to lose customers. Be smart and start tracking and contact customers effectively with Callingly or any other LRM platform!
Omni-channel customer support is the way to go these days.
Email, live-chat, and phone. The holy trinity of touch points for your leads and existing users to reach out to you.
Many small businesses use live-chat to tackle inbound communications related to their business. But not every potential lead is a fan of live-chat and would rather talk to someone on the phone. Or some may just need a finer touch such as an enterprise lead.
In this video, we’ll walk through how you can set up a no-code automated lead triage workflow that’ll allow you pass important leads to your sales team automatically. We’re going to use Zapier to integrate Intercom, FreshSales CRM, and Callingly.
If you’re not much of a reader and would rather watch a video set up, head here.
Our use case:
Well let’s say right now you qualify each live-chat lead by asking for their contact details:
Now, if a lead does provide their phone number then maybe it’s better to connect them through to a sales agent rather than throw them into your already backlogged support queue.
With Intercom and many other live-chat tools you can automatically create rules based on the details provided by a lead. In this example, we’ll automatically tag a lead ‘Escalated’ if they provide their phone number.
Then our sales automation workflow kicks off:
STEP 1: Capture Intercom leads
Using Zapier, we’re going to start by ensuring any leads tagged with ‘Escalated’ are also fed into our CRM.
To do this, head to Zapier and create a new Zap.
In the Zap, let’s start by adding Intercom as our app and the trigger event ‘Tag Added to Lead’. You’ll then be prompted to authorize your Intercom account so go ahead and do that.
Once we’ve done this. We can now define the specific tag to look for: Escalated.
Then hit Test and send an example Intercom message through that’s had a lead tagged ‘Escalated’.
This should present you with example lead details.
STEP 2: Send them to our FreshSales CRM
So now we’ve captured the lead’s information and can pass it through to our CRM.
To do this, let’s add an Action Zap for the app FreshSales with the Action Event ‘Create Lead’.
Once you do this you’ll be asked to authorize a FreshSales account and connect it to Zapier. This will prompt you with a pop up asking to input your FreshSales API Key and FreshSales URL.
To set this up, head to your FreshSales CRM account, pop into Settings, and then head to the API Settings tab to retrieve your API Key. The URL for your FreshSales CRM account will also show you the subdomain name you need to enter.
Once you’ve entered that information, hit Yes Continue. Zapier should connect successfully to your FreshSales account now.
Now hit Continue to set up the data you’d want to pass through to FreshSales.
‘Create a Lead’ allows us to input the various data points Intercom has provided into FreshSales. You can enter in the information, or more depending on what Intercom provides for your system below:
Once you’ve done that, hit Continue and give your Zap Action Event a test. You can then pop over to FreshSalse to see if the lead has correctly been created in your CRM.
STEP 3: Connecting the lead to your sales team
Now let’s make sure these leads are on the phone with your sales team as soon as possible.
Add Callingly as an app and add an action event ‘Call Lead’.
Connect through to your Callingly account and then pass through the specific lead information into Callingly as seen below:
When you test this step, you should now see a notification on Callingly alerting you to a new lead. Your lead is now automatically routed to an available agent and the agent is connected through to the lead via the phone.
And you’re done. Here’s the final end-to-end setup.
What are your thoughts on this setup? Any no-code support to sales workflow automation ideas you’ve used that you’d like to share? Let us know!
When you start a new business, there’s a lot you need to do to drive sales and growth.
Your sales team is one of the primary touchpoints of your brand, and with a small customer base and sales pipeline initially, the manual work is relatively easy and simple. However, a few years later, you could possibly have hundreds or thousands of customers…and many more leads and prospects in the pipeline.
Keeping track of all this, and which stage a lead is at can become quite complex.
As you start growing, and tackling different markets and veriticals, manual management is next to impossible now. The growth of the business also indicates that you’ve outgrown your previous sales and marketing models. Hence, it’s time to automate some of those sales functions and lighten the load on your sales professionals so they can focus their time on the important value-additive tasks.
If you’re confused about where to start when it comes to this, there are tools that you can automate using no-code workflows. No-code tools allow you to get work done without any coding involved. They take away any room for human error and limit the repetitive and boring work your employees may have to do. Plus, you no longer have to request the tech team to help and then wait for months to have a simple implementation or update made.
We’ve listed some pretty cool sales automation tools for you. Pick one that goes with your sales and marketing strategy, they’re all fantastic tools that can integrate through Zapier into your overall MarTech stack.
You need to keep in touch with both existing and potential clients, and this can end up requiring a lot of manual effort.
Reply.io is perhaps one of the most all-rounded and tech-savvy services you can find to help here. It’s a handy solution for both new businesses as well as established ones.
If you wonder what it’s like to integrate Reply’s automation tools, here’s all you need to know:
Audio and Video Integrations Reply.io offers custom CTA’s, real-time analytic updates, inbound call transfer, custom caller ID, and a great user interface to help with trackinig and automating your inbound and outbound sales flows.
Multichannel Sequences Tapping into a variety of platforms such as LinkedIn contacts. Reply.io let’s you craft personal and follow up emails, schedule calls, and do omni-channel mass messaging.
Furthermore, you also get tons of data sourcing and managing integrations compatible with your own CRM.
Airtable is an excellent no-code tool to use. This app offers you many features that allow you to boost productivity, build workflows, and manage data effectively. Not only is Airtable easy to use, but it also offers integrations with many other platforms such as Slack, Trello, and our favorite – Zapier.
Essentially Airtable is MS Excel with superpowers. It can be best classified as a hybrid software that allows you to both store data and build on top various views and logic. This makes Airtable one of the best platforms to add to your automated sales mechanism.
Here are some additional features you can get with using Airtable:
Allows you to store various file formats within the database and views
Build layers on top of your data similar to front-end database views
Create custom in-take forms that double as lead capture forms
Carry out workflow triggers based on actions to the data similar to a CRM
There’s nothing as swift as Callingly for those who are always looking to improve their lead response times.
It integrates with various platforms through Zapier and natively. The service continually keeps you connected and updated regarding new leads that come through your funnel, and instantly puts them in touch with one of your available sales agents.
Upon adding Callingly to your automated sales mechanism, here are some benefits you’ll get:
Compatibility with Zapier, HubSpot, Salesforce, Facebook, etc.
Effective customer and lead management
Getting calls answered or returned from almost all leads
Syncing lead analytics to your business CRM
Build rules to triage, escalate, and send leads to appropriate agents in your sales team
There’s nothing like the pressure you feel when prepping for a last-minute meeting that’s scheduled hours before your flight. As your business continues to expand, you have more clients to manage, more meetings to attend to, and more conferences to be a part of.
Juggling such a hectic timetable often leads to a clash between meetings or even risks your own health.
What you need to keep your schedule sane and easy to follow is an automated system that handles and appoints all your meetings without any blunders or human errors. A no-code tool like Calendly is precisely what you need and will definitely appreciate its excellent management support.
Here’s how Calendly changes the game for you:
Calendly books your appointments for you
It notes down your availability preferences and creates multiple work plans. You can share your Calendly links via email, and the client can pick the one that suits them most, and a meeting is booked on your schedule
It’s integrates with Office 365, Google, Outlook, iCloud, and other calendar apps
It offers 1-on-1, round-robin, and collective availability meetings
You can schedule buffer timings as well as private events
Wrapping It Up
To put it briefly, automated sales tools are a need for every business owner or sales manager. Whether you’re taking baby steps or you’re already a big gun, these integrations come with countless opportunities and benefits.
They lighten the manual workload on your team and manage tasks with more effectiveness. By cross-integrating these tools, you can help your business grow at a faster and safer pace!
Sales reps are meant to sell products or services. But, unfortunately, many are busy doing non-sales activities during work. According to research, sales reps only spend a third of their day making sales. Yikes!
In today’s world, automation is taking over every field and as sales reps are wasting more than half of their work-time doing manual tasks, sales automation tools are here to save the day.
With the right sales automation tools, your sales department can make the most of their work hours. This piece will showcase some affordable sales automation tools that you can take advantage of.
Agile CRM
If you’re into sales, then you must have heard about Agile CRM. It’s one of the best, easy, powerful, yet affordable CRM tools with sales and marketing automation. Agile is one of the earliest adopters of Artificial Intelligence technology in sales automation.
Agile’s CRM can automate workflow virtually across all channels like phone, email, etc. With Agile CRM, you can quickly gather information about your leads via various built-in features. Furthermore, Agile CRM features a full-fledged suite of reports and visualizations that help the team to make critical decisions and see everything at one glance.
Agile CRM offers four plans, free, starter, regular, and enterprise. The starter plan starts from $8.99, and the enterprise plan is available for only $47.99.
HubSpot Sales Hub
HubSpot Sales Hub is an all-in-one sales automation solution tool. This tool is designed to optimize and sort your entire process of the sales department. From follow up automation to scheduling and data entry, HubSpot Sales Hub takes care of every essential element in sales automation.
If you’re looking forward to closing more leads in less time, than HubSpot Sales Hub will not let you down. This tool has all the features that give you the freedom of crafting sales automation processes according to your business.
The UI of HubSpot Sales Hub is clean and swift. The dashboard of HubSpot Sales Hub is user-friendly, and the tool itself is straightforward to learn. HubSpot Sales Hub offers a free plan, and the paid plans start from $50 per month.
Infusionsoft
Infusionsoft is a 100% web-based sales automation tool that helps many freelancers and businesses make an impact. Robust features, user-friendliness, and affordability are some of the key selling points of Infusionsoft.
Tracking orders, handling referral programs, processing payments, you name it, Infusionsoft does it all to make your sales automation journey simple and straightforward. Furthermore, with Infusionsoft, you can also build streamlined sales pipelines.
Infusionsoft is made for teams that need a robust CRM, advanced marketing and sales automation, customizable campaigns, and app integration. Infusionsoft starts from only $60 per month and includes 500 contacts and access to one user.
Take your sales team on a whole new level with Infusionsoft!
Pipedrive
Pipedrive is one of the most underrated contenders in affordable sales automation tools. It’s a web-based but fully mobile-optimized CRM and pipeline management solution. This tool helps businesses plan and automate their sales activities.
This tool features adaptive lead tracking, which empowers the users to visualize their sales funnel from end to end. Things that set apart Pipedrive from other sales automation tools are its responsiveness, affordability, and top-notch features.
Many multinational companies find Pipedrive as their go-to sales automation sales tool as it supports 13 languages and multiple global currencies. Pipedrive monthly plan starts from $12.50 if you are paying annually.
Callingly
Want to respond faster to your leads and close them more often? Callingly does it for you. Callingly is a lead response management tool that captures new leads, calls your sales team, and syncs results from the call back to your CRM as soon as the call ends. Talk about miracles and magic.
With Callingly, you will not lose any lead in your business. From setting up a call to syncing detailed analysis, Callingly will automatically handle everything to make sure your team just concentrates on the task they are hired for.
Callingly’s additional features are lead routing, reporting, analytics, call recording, call scheduling, and it even comes with a native desktop app so you can take calls directly from your computer. Callingly can be integrated with any CRM, lead platform, or website in a few seconds either natively or through Zapier. If you want to change the sales automation game in your company, Callingly is the way forward.
Callingly currently offers three plans, business, agency, and enterprise. The business plan starts at $49/mo and features unlimited call attempts, unlimited leads, and access to two users. The agency plan comes at $249 per month with all the goods of the business plan but with the access freedom of up to 10 users. The enterprise plan is for large organizations with many sales agents, and you can get a price quote for your organization by contacting Callingly.
LinkedIn Sales Navigator
LinkedIn Sales Navigator is targeted towards businesses that are into advanced prospect search. This tool gives busy reps with detailed data and plenty of leads through LinkedIn’s extensive network.
With LinkedIn Sales Navigator’s advanced search box, you can filter the users by company, job title, industry, experience, education, location, etc., which means that this feature shifts a generic search for leads into accurate targeting.
LinkedIn Sales Navigator is perfect for businesses that want to access LinkedIn’s massive network to increase their sales pipeline and close more deals.
This tool starts from $64.99 per month (if you are paying annually) and $79.99/mo if you pay monthly. Although many people label LinkedIn Sales Navigator somewhere between an expensive and affordable tool, it’s worth every dollar.
All the tools we mentioned are best in their own ways. But if we prioritize affordability over everything, then we’ll surely bet all our money on Callingly.
Lastly, what do you guys think? What’s the best and most affordable sales automation tool, according to you? Feel free to start a debate in the comments section.
Sales automation is the latest in modern marketing and sales workflows.
Running a business has so many aspects that it’s impossible to handle all of them without a large team. This makes it hard for small businesses to succeed in a competitive market. But, now, apps like Callingly (shameless plug) are making the sales process easy for sales teams.
It’s simple really. The less time your employees are spending on routine tasks, the more they can contribute to your brand’s growth.
So, what are the dos and don’ts for sales automation? And how can you maximize your company’s efficiency?
How can sales automation help you?
Before we start exploring how to use it, you need to understand what the process can do for you. These are apps that automate specific vital tasks, so you don’t have to worry about them.
MissingLettr: Social media posting
ActiveCampaign: Regular emails to your mailing list
Zapier: Auto-updates between your CRM and marketing system
Clearbit: Lead scoring
Slack: Notifications for updates
Klaviyo: Audience segmentation
Webflow: Building CTAs, forms, etc. and other information capture tools or funnels
Dos
Lead scoring
Not all leads are equal. As a marketer, you know how important lead scoring is to maximize sales. Generally, the system adds potential customers to a ranking system where they get points based on actions like asking for a demo or going to the pricing page. Then, based on where specific leads are in the sales funnel, you use targeted content to nurture them. Lead scoring is the biggest plus in sales automation, and a definite one to do in our book.
Email communications
The second step to the lead nurturing process is automating email content. Once you’ve identified the valuable leads, your sales team can focus on drawing in those customers. A common misconception is that automation makes the process of talking to a customer impersonal. But that simply isn’t the case. You can curate content to your viewers. If you use it right, you can send targeted emails with personalized content addressing each individual.
Immediate contact
Capturing a lead when their is strongest intent to purchase can boost conversion. Research shows that even slight delays of 30 minutes or more decrease the chance of future contact with a new lead by 21 times.
Multiply that with the number of potential leads you get in a day. A hundred? A thousand? Even small businesses will find it impossible to respond to every new lead within the first half-hour. If you want to avoid losses, you need to automate this process today. We built Callingly to help here by reducing lead call back times to under 30 seconds.
Social media posts
It’s the mark of a good business that they update their social media pages regularly. Remember, regularly is not the same as often. Your customers need to know when they can expect new content. That can mean twice a week on Mondays and Thursdays or once a week on a Friday. It’s entirely is up to you. The same goes for timing. If your viewers know you’re going to put on video content on Facebook at 5 pm on a Friday, they’ll be waiting.
You should automate your pages, so you’re posting at high traffic hours and also outside of working hours. Tweaking small things like this will uplift your business and give it a more professional outlook. Additionally, potential leads will know you’re dedicated to their service and will be more likely to convert.
Don’ts
Tool not strategy
The worst mistake users make is becoming utterly dependent on their software. Callingly may be the best automation app out there, but it’s still just a tool. And while it makes your life easier, it’s not a marketing strategy. Success in business is all about knowing where to use which resources. To see positive results, you need to get your sales experts to create a fool-proof strategy. Do the brainwork, then put it into practice and automate it.
Following someone else’s list
Often business owners will decide to automate a few tasks and simply pick a list off the internet. This is the wrong approach. There’s so much benefit you can get from automation, but you have to fit it to your business. Whether it’s lead scoring or email marketing, spend time analyzing your business before you put this system into practice.
Identify the areas in your structure that require the most time and are routine tasks. That list will vary depending on the type of business you have, the customer base you’ve created, and the strategies you use. Use tools like Zapier to then automate this.
Don’t automate the wrong things
Knowing what you can and cannot automate is the key to sales growth. You need to curate your strategy to your audience. For example, you can schedule posts on your social media pages. However, you should not forgo the process of writing individual personalized messages depending on the type of leads you get from each platform.
Rush to use
Automation offers a lot of varied and complex services. Spend some time getting used to how the app works before you apply it to your business. For example, a beginner may set an email that sends to their entire mailing list. But, all your leads aren’t at the same level in the sales funnel. Sending your potential customers stale or irrlevant email content is not the way to increasing sales. Alternatively, users who spend time getting acquainted with the software know that they can send personalized content by setting different touchpoints.
Wouldn’t it be neat if you could delight your potential leads with a personalized video from your team letting them know they’ll be in touch soon over the phone?
Or perhaps every prospect got a personal video message from your CEO thanking them for showing an interest in your business, shortly followed by a call from the sales team?
And what if all this could be automated, and tightly integrated with your existing sales stack such as your CRM?
Every lead you capture using Typeform, we’ll send this automatically to Pipedrive’s CRM and added as a contact. From Pipedrive, the lead’s details are sent through Bonjoro to the CEO so he’s notified on his phone to record a quick intro video message and let the lead know someone from his sales team will reach out soon. Shortly after, the lead details are routed through Callingly to a sales agent who promptly gives the lead call.
That’s engaging, unique, and likely to drive better conversion versus a traditional callback flow.
So let’s dive in, and walkthrough an example to show how we set this up, and how your sales team could do it too – no need for a developer to be involved.
If you’re not much of a reader and would rather watch a video set up, head here.
Use Typeform to capture lead details and send them to Pipedrive
To set up Typeform, we’ve covered this in a previous post so we won’t dive into detail, you can see a step by step here.
We’ll want this Zapier trigger to fire every time a new submission occurs on our form.
Pick the right form on your Typeform and hit Continue to complete setting up the Trigger.
Now let’s add an action event on Zapier that sends the lead details captured by Typeform to Pipedrive.
We’ll be using this lead information to create a person on Pipedrive by setting our action event to “Create Person”.
Below, once you hit Continue you’ll be prompted with specific fields we need to fill in to ensure the person is created on Pipedrive. In our case, we’ve sent through the Name, Email, and Phone Number.
Hit Continue and test this event to create a person on Pipedrive. If it’s successful you should be able see a person in your Pipedrive now:
Great. Halfway there. Now let’s do the fun part of connecting with Bonjoro.
Connecting to Bonjoro and capturing personalized videos
Bonjoro is an app that lets you create personalized videos with ease.
We’re going to use it to grab a personalized video for each lead from our CEO. Our CEO will thank them for reaching out and let them know someone from our team will be in touch soon.
First, head here if you don’t have a Bonjoro account and create one. Bonjoro has done a great job explaining the step by step of configuring Bonjoro here, so we won’t duplicate efforts.
Once you’ve configured Bonjoro, then create a campaign specific to your sales flow.
Once you’ve done that, head back to Zapier and connect it with your Zapier flow by adding it as an action event.
Find the Bonjoro app on Zapier, and connect it with your Bonjoro account:
Then let’s set the Action Event to creating a task. This triggers the workflow where we can notify our Bonjoro account each time a new video is required.
Hit Continue and then let’s pass through the necessary details Bonjoro will need to deliver the recorded video email to our lead.
This will trigger a notification on Bonjoro that a new video needs to be recorded:
In our example, our CEO can then login through his phone or desktop and hit Record Now to create a quick personalized video along with a short message.
Once this is done, the lead receives an email like the one below. The lead can then click and play the video to watch a quick welcome video personally recorded by our CEO for them.
Have someone from the sales team reach out using Callingly
With a personalized video letting a lead know someone will reach out shortly, we can’t have them waiting. This is where Callingly comes in.
Callingly ensures your sales team is instantly notified of a new lead and connected through to them over the phone in under 30 seconds.
If you don’t have a Callingly account, head here to set one up.
After you’ve done that, go to Zapier and add another Action Event ‘Call Lead’ for the Callingly App.
Hit Continue and then plug in the necessary information such as the lead’s name, email, and phone number that need to be passed through to Callingly and your sales agent, so they can call the lead back.
Hit Continue and test the action event.
You’ve now completed the set up end to end. With a new Typeform lead submission automatically added to Pipedrive, a personalized video is sent to the lead via Bonjoro, and the lead is called back by a sales agent using Callingly.
Voila, you’re all set. A seamless no-code workflow that has upped your lead response game.
Drop us a note and let us know what you think. Do you think a tool like Bonjoro can boost lead engagement?
If we teleport back to the 2000s, automating a workflow was a technical task. But as those days are behind us, now anyone can use no-code tools to automate workflows.
A seamless workflow is essential for any business, and it can’t be achieved without automation. No-code automation tools make it easier for non-technical business people to automate their workflow. You no longer need to put in a request with a developer or engineering team.
Many folks hesitate to automate their business. But one can’t run or at least expand a full-fledged business without automating the routine tasks. No-code automation improves the workflow and makes everyday tasks faster and efficient.
Why Should I Automate My Workflow?
From Customer Relationship Management systems to Gmail and Callingly, a typical sales professional or business uses multiple tools. And it’s pretty confusing and time-consuming to pass information and connect every tool manually.
That’s where automation comes in. The automation process does everything for you once you have set the actions and triggers. For dummies, it means that automatically your leads will be sent to your CRM, and from there it will be passed over to Callingly, or any other sales tool.
You don’t have to keep checking the status of your leads or connect your sales team with the leads manually. Automation will take care of all the routine tasks and help you to focus on what’s more important.
Are you thinking of hopping on the automation bandwagon? Well, our recommendation is to use Zapier to help connect your disparate tools together.
Zapier – An Automation Solution
Zapier moves information between your apps automatically. Like a glue, Zapier connects thousands of apps together. It helps your apps to communicate with each other and collectively pull out a task.
Zapier lets you integrate, automate and innovate. With a few clicks, you can link your apps so they can share their data. After that, you can pass information between them and set triggers or actions based on your custom rules.
For instance, you captured a lead from your Facebook Ad Forms. Now you want to feed the information in close.io and start setting up calls and emails. With Zapier, you can connect your Facebook Ad Forms and trigger an action of feeding and calling the leads whenever you capture a lead.
CRM to email platforms and apps like Slack, Zapier supports over 2,000 applications. Connect, set triggers/actions and automate your daily tasks in a snap with Zapier.
Wondering how you can automate stuff with Zapier from scratch? The next section is all about how a newbie can use Zapier to connect apps and automate tasks.
How Zapier Works
Although Zapier gets up and running in no time, you first need to understand the language of this tool.
Understanding The Language of Zapier
All tools have their own terminology and language. And it’s essential to learn it before you start using them.
Here are some basic building blocks of the Zapier dashboard and setup wizard you need to absorb:
Zap:
A Zap in Zapier is referred to as the steps of automation you have to set-up.
Trigger:
An event that kick starts your Zap like getting a new email or capturing a new lead.
Action:
It takes place after your Zap has been triggered. For instance, your new lead is transferred to your CRM.
Multi-step Zap:
A Zap with one trigger but multiple actions. For example, uploading an image, updating CRM, etc. on receiving a new lead.
App:
A software or application that connects or integrates with Zapier like Gmail, Dropbox, Close.io, Callingly, etc.
Using Zapier to Automate Tasks
Here’s how you can use Zapier to automate your tasks:
Create a Zapier Account:
Firstly, kick start by logging or signing up to your Zapier account. When you’re creating a new account, Zapier will ask you to select all the web apps that you are looking forward to connecting and integrating.
Check out the plans and pricing of Zapier and see which one suits your biz.
Set-Up Your Own Zap:
Once you’re logged into your Zapier account, click on the “Make a Zap!” button. It will take you to the page where you have to set-up your Zap.
Create a Trigger:
Now you need to choose an application from which you would like to initiate the trigger. If you are looking forward to automating your CRM and leads, select an app from where you are capturing the leads. For example, you can pick Facebook Lead Ads.
After that, you’ll be asked to select a trigger. If you want to trigger the Zap based on a new lead, select the available option according to it. Then, click on the “Save + Continue” button. Now you’ll be asked to enter more details. For us, it was about entering the account details of our Facebook Leads Ads.
Next up, you’ll be prompted to edit more related options to the app you have chosen. Lastly, you can test your Zap and see if your trigger is working correctly or not.
Configure Action:
Now you must define the action that happens after your Zap has lighted up the trigger. Choose the application you want to set-up or configure for the action.
After that, you’ll be asked to choose the action and edit/set-up the template. Furthermore, according to the application you have picked for the action, you might see more options to configure.
After successfully completing the sub-steps of the action, you can test the action in the end.
Test Your Zap:
It’s time to test your Zap! Turn on your Zap and test it to see if you are getting the desired results.
Saved Zaps will be available in your Zapier dashboard. You can turn off/on your Zaps or edit them according to your needs.
Now Over To You
Zapier is an all-in-one automation solution. It supports all popular and useful sales tools to assist non-technical people in automating their sales department.
Be it Callingly, PipeDrive, SalesForce, etc. Zapier lets you integrate, automate and innovate with absolutely any tool.
Zapier passed the 1 million users mark back in 2016, and that shows us how quickly people are opting it to automate their business. Start using Zapier today to save yourself from manually completing everyday tasks.
It’s the human tendency to make complicated things more manageable and accessible. Thanks to no-code tools and human nature, you don’t need to rely on coding in order to switch your sales and marketing team to a digital workflow.
No-code tools help you to focus on the core business rather than worrying about hiring developers. With absolutely zero knowledge of coding, you can use no-code tools to create applications on your own.
Here’s how some no-code tools can come in handy when you’re looking to automate sales, client data, and everything in between.
Easy Automation and Integration
No-code tools make automation a piece of cake. You can integrate thousands of applications and set-up a bridge between them for automating tasks. Unlike traditional coding, you don’t have to write extended logics to automate or connect applications.
No-code tools work like a plug and play device. You just have to follow a few set of simple instructions in order to connect and automate tasks. Automation and bridging apps wasn’t an easy task before no-code tools became available.
Imagine receiving an email from a customer on your Gmail, which automatically sends a notification on your Slack sales channel. Cool, no?
Automation cuts down all the manual heavy-lifting. Your daily manual operations are now just a matter of integrating and bridging two-three apps. One activity on an app or software can trigger another (pre-defined activity) on the other app, and so on. And all this without even writing a single line of code.
With no code tools such as Zapier, you’ll be able to achieve an organized workflow. In just a few clicks, you can set-up unique tasks, connect apps, and create a workflow of your choice.
Zapier makes automation easy. It’s handy for automating tedious, repetitive tasks. Zapier supports over 1,300 business tools and advanced automation techniques. Your business can use it to cut all the manual work related to the sales department and set up a friendly and easy automated workflow. At Callingly, we have over 1,000+ integrations with common sales tools through Zapier.
Painless Set-up for Non-Coders/Developers
Business is about increasing sales, gaining customers, and developing a brand. But for the sake of digitization, many businesses switch their primary focus towards building software and applications. And believe me, it hugely affects their performance, sales, and other processes that actually matter in the long-run.
No-code tools can help businesses achieve a more efficient technology-enabled sales process without sacrificing their time and money. Those that can’t code can easily set-up no-code tools to accomplish complex tasks like analytics, CRM systems, and more.
Business professionals can now set up software and applications via no-code tools in just a few clicks and drags or drops. Without any prior knowledge of programming, businesses can use no-code tools to achieve results that were only possible with a team of professional programmers.
Straightforward Customer Relationship Management
Another significant benefit of using no-code tools is that you can easily set-up customer relationship management (CRM) or any similar sales database tool. From task management to project planning and tracking sales, you build your own unique version for your business, all with simple drag and drops performed by members of your sales team.
Many no-code tools give you a full-fledged experience of a database where you can enter your records and track them accordingly. With a few clicks, you can also integrate your spreadsheets rather than entering data from scratch.
The CRM systems designed with no-code tools are robust. They have the potential of scaling as your business grows. From customer data to how many sales you’ve made this month, the no-code tools’ CRM system tracks everything!
A CRM system created on a no-code tool gives every business a helping hand in efficiently organizing their sales and customer department. All lead information is safe and secure in the database, and at your disposal 24/7.
Take the example of a tool, Airtable. It mashes the best aspects of spreadsheets and databases into one great software. Businesses can count on Airtable to manage their customer relationship and sales department.
The visually appealing spreadsheet makes it easy for everyone to view information and organize it. Furthermore, Airtable gives you the opportunity of linking records and storing information in the database, and using tools such as Zapier to build automated workflows with other tools.
At Callingly, we’ve even used Airtable as our base CRM to show you how you can link a lead capture tool such as Typeform with Airtable, and then connect this to Callingly for automated callbacks. Check out how we did this here.
All-in-all, no-code tools make building CRMs simple, inexpensive, and straightforward.
Less Waiting and More Doing
Is your website converting customers to leads, but your sales team is unable to close those them? Manually managing the leads can be one of the major factors behind the inefficiency of your sales team.
Switching to no-code tools will let you sales workflows without ever needing a developer to implement complex logic. Whenever your website captures a new lead, you can use a no-code based custom CRM to capture their information, and then connect it with a service such as Callingly that can automatically call and assign an agent to the lead to contact them over the phone. This means your leads will no longer have to wait for hours for a response.
Manually managing leads and the sales funnel can be daunting and pretty slow when you’re juggling multiple applications. It could cost you, high-value customers, if you forgot to cascade changes, enter their information, or simply were not notified to get in touch with them. With no-code tools, automating sales funnels is feasible, effective, and beneficial.
Callingly can do all that. It’s a lead response management tool that allows businesses to respond faster and close more leads. We can integrate with any CRM, lead platform, or website within a few seconds, given our vast array of integrations. Tools like Callingly, Zapier, and Airtable help you build a fully functional sales workflow for your business that’s highly automated and caters to your unique needs.
