No code tools to give your sales team a competitive edge

As a sales team manager or leader, you might have experienced that your SaaS pipeline is overloaded with things like bugs, changes, re-designs, you name it. Since you’re always evolving to meet users’ requirements, the process of updating and rebuilding is just endless.

Although big firms can afford to have multiple IT and tech teams that are always fixing bugs, and planting re-designs, it’s hard for a new or small sales team to keep up. And that’s where no-code tools can give your sales team a competitive edge.

Your sales team is only meant for selling and not programming. But there can be times when your sales team has to do all the heavy lifting as you can’t afford the IT support. And that’s where no-code tools give your team a handful of shortcuts in terms of developing features, updating designs, and more.

With that being said, here’s how no-code tools can give your sales team a competitive edge in the market.

No Professional Developers Required = Big Save On Cost

Professional developers are expensive. And hiring a bad developer comes with a huge cost. No-code tools give you the advantage of not hiring a single developer. As no-code tools are based on pre-built modules and drag and drop functionality, your sales team can make the most of them to keep up with all the digital transformation. From building landing pages to planting chatbots and automating your workflow, no code tools help you to build everything a developer can without overdoing your budget.

Superior Agility

Sales teams are meant to sell, right? But most of the sales team waste their time preparing for work rather than doing work. With no-code tools, your sales team will be able to save more time on coding. Any application your sales team is planning to build can be brought to life in two to three days as no-code tools are solely based on pre-built modules. Even the testing process is automated, which means that you don’t have to manually adjust to changes.

No-code tools will give your sales team super agility and flexibility as they no longer have to worry about the complicated road of creating an app. With no-code tools, they can simply launch a no-code tool solution and use it just like any other user-friendly app to actually build an app that will help their sales operations.

Specialized Support and Maintenance

No-code tools are like applications that require a subscription. And with a subscription, one gets access to its features, team support, and maintenance. As sales teams aren’t the tech and nerd type, specialized support and maintenance teams of the no-code tools are always there to help them out. Whether your sales team is stuck on how to center the logo or launch the testing process, they are just one call or message away from superior assistance.

As most of the sales teams fall into the non-technical category, with no-code tools, they don’t have to worry about being technical. All they need to do is just call or message the support center of their respective no-code tool to get supreme assistance on pretty much everything.

Productivity Boost

With no-code tools, your sales team members are no longer dependent on IT guys to make the apps. As they are all free to create, edit, and launch their own apps independently, it gives the sales sector a huge productivity boost.

Thanks to no-code tools, your sales guys now don’t have to wait months or years for an app. They can simply fire up the no-code tools, get assistance from the respective support center, and try out ideas to create a brand-new application! No more depending on the IT department for creating apps that aren’t liked by most of the sales team members.

Transitioning to no-code tools will surely give your sales team a productivity boost. Callingly can help you to transition to the world of no-code tools easily. Callingly is a Lead Response Management tool that will help your sales team to respond faster and close more. This no-code LRM tool will easily get integrated with any CRM, website, or form to assist your sales operations in closing more leads.      

Easy Changing and Editing

In traditional coding, changing design and functionalities take great time and effort. Especially, when you are a foreigner to programming and tech. And as most of the sales team members don’t have a strong understanding of coding and development, it’s impossible for them to bring any required change or edit to their applications. But with no-code tools, changing something in an application or editing a feature is potentially just a matter of a few minutes.

With no-code tools, you can implement any change or edit without investing a significant chunk of time and effort. This means that every sales member on your team will have the ability to edit or change the application without any special assistance or support.

Few to No Risks

Traditionally, IT sectors are responsible for handling all the tech-related stuff in organizations. And this means that they have access to all the sensitive and secured information. However, as no-code tools are governed by the sales teams, the IT staff will have nothing on the organization. Everything will remain intact with the members of the sales department, which will cut down the risks of breaches, outside threats, hacks, and other security risks. Even if something goes wrong, the sales department will be alerted first. And as the sales department has full control over everything, they don’t have to wait for the IT department to take the first step to safeguard what’s let loose.

No-code tools are taking the world by a storm. By using no-code tools, sales teams are now working smartly and efficiently to build their applications in no time. And as the world is moving forward towards digitization, you and your sales team can make the most of no-code tools to get a competitive edge and highlight your success without any assistance from the IT sector.     

How to Introduce Your Remote Sales Team to New Sales Automation Tools

What Is Sales Automation?

Did you know that by the end of 2020, 85% of sales tasks will be automated? Sales automation might be the next deal-breaker for your sales department, but you might be asking how that’s possible. If you are facing the following troubles in your sales department, then sales automation can bring a process upgrade to your organization:

  • Continually losing leads
  • Wasting valuable time by manually adding leads to your CRM
  • Difficulty managing how to contact leads
  • Agents are losing precious leads due to scheduling mismanagement
  • Digging through files for hours just to find client info or a specific testimonial

Relatable? If so, then sales automation is the holy grail that will save you and your sales department from the lost opportunities. But what exactly is sales automation? Stay tuned as our next section will cover just that.

What Is Sales Automation?

Sales automation is the process of automating manual, repetitive, and time-consuming tasks in sales using software, AI solutions, and other digital tools. Sales automation aims to manage everyday tasks in a sales environment like automatic dialing, connecting agents with leads, tracking information, and more.

The sole aim of sales automation is to cut down all the manual tasks that a sales rep or sales manager has to pull off in a manual sales environment. Sales automation helps both sales reps and managers concentrate on what they are hired for rather than on repetitive and time-consuming tasks.

Why Sales Automation?

A sales process consists of multiple steps before the actual sale is complete. A sales rep has to go through a dozen steps from generating leads to contacting leads and finally collecting payment. But most tasks in a sales process are repetitive, time-consuming, and manual. Making calls, storing lead details, sending quotes, and following up are just some of the responsibilities that a sales rep has to fulfil manually. And this takes precious time away from sales reps that could be used for actually selling. All these extra tasks lead to blurring the vision of sales reps. And that’s where sales automation comes in.

Sales automation helps sales reps and sales managers focus more on core sales activities rather than manual tasks. Sales automation tools handle everything. They identify leads, collect their information, store them, connect them with agents, sync the data with CRM, and more. A sales automation tool does all the heavy lifting for the sales department so that the staff can purely focus on sales-related activities.

What’s Sales Automation All About?

Forget about sales automation; just imagine a sales department. What does a typical sales environment look like? Sales reps are busy gathering information on leads, calling them, and securing deals. Then, they are creating reports, scheduling follow-ups, writing emails, and analyzing data. At the same time, sales managers are occupied routing leads to different sales reps, handing out leads to the correct person, creating reports, and managing their teams.

80% of the sales departments are all about calling, reporting, storing information, and contract creation. And in a typical sales environment, all these tasks are done manually, which sucks all the time and focus of sales reps and managers away from the core of their roles. Sales automation is all about automating the overall environment of any sales department. Every process is done automatically via a tool, from calling to following up on leads and assigning leads to sales reps. Sales automation saves time and energy that’s consumed in carrying out manual and repetitive tasks.

Benefits of Sales Automation

Sales automation has changed the whole course of how sales teams used to work. Thanks to sales automation, sales reps and managers are now free from activities that weren’t productive yet essential to their work.

The following are some of the benefits that sales automation brings to the table:

  • No need to send manual follow-up emails, reminders, notes, or greetings. Sales automation software will handle all the work related to follow-ups so that your sales cycles remain intact and staff stay free.
  • Calls will be automatically recorded and synced to your CRM. Which means you don’t have to monitor or record the calls manually.
  • Sales automation tools provide analysis and detailed reports of the data that’s been collected. Now there’s no need to write reports and analyze information manually.
  • Every lead will be contacted in seconds, and agents will automatically receive a call when a specific lead is ready.
  • Leads will be routed intelligently based on category, sales territories, and team schedules.

Now that you know everything about sales automation, it’s time to find the perfect tool. We’ve got you covered.

Callingly: A Lead Response Management Tool to Automate Your Sales Department

There are many sales automation tools out there. But if you want a mighty partner to handle your sales calls, agents, follow-ups, and everything in between, Callingly is the way forward.

Callingly is a lead response management tool that takes care of every task related to your leads. With Callingly, your every lead will get a call within seconds, and every call will be tracked and automatically synced to your CRM.

What makes Callingly unique is that it can be connected to any landing page, form, or CRM. And as soon as a new lead comes in, Callingly automatically notifies your sales team based on the scheduling and rules you have set up. If the agents aren’t available, Callingly waits and tries again.

When an agent picks up, they hear your custom whisper-text. And whenever they are ready, Callingly dials the lead for them. After the call, recording, analytics, and reports are automatically synced to your CRM, website, or form.

Callingly supports lead routing, SMS responses, scheduling, call recording, analytics, reports, customer caller IDs, whisper-text, follow-ups, and everything to make your sales department automated and straightforward. With Callingly, your sales department will never have to lose a lead again.

There isn’t a better time to make the switch than today. Start making the most of sales automation and take your department on a whole new level of success.


5 Sales Automation Strategies To Take Advantage Of

According to the National Association of Sales Professional, data entry is one of the top time wreckers for the people who are into sales. Many salespeople spend hours entering data and doing other manual tasks during their work-time. It doesn’t only waste your precious time but kills your sales instinct.

With sales automation software, you can eliminate the data entry and manual tasks. Your Customer Relationship Management or Lead Response Management tool will automatically enter and organize the data for you.

By getting rid of the manual tasks, you’ll be able to concentrate more on selling things rather than managing unrelated stuff. Automation will open up your mind to make more sells and perform better.

To automate your sales sector tasks, you can look for CRM tools that track interactions or standalone software that automatically update, store, and manage the profiles or leads. This strategy will not just unburden your shoulder from time-wasting tasks but help you to be more consistent in selling.

Go Beyond The Basics Via Automatic Report Generation

When you’re making sales, there’s a handful of data rushing through your gateway. From the number of calls to customer information and sales value, you deal with a handsome amount of data.

Instead of wasting human-hours on making reports, you must go beyond the basics and leave everything on your sales automation tool to analyze data. Many CRMs gives you the ability to generate complex and advanced reports.

A report provides you with critical insights on a bunch of things. From efficiency to team productivity and loopholes, a report holds immense importance in the sales sector. And if it’s generated by smart software or tool, then things get way more comfortable.

A typical automatic generated report from a software or a CRM tool consists of all the essential round-up of everything that matters in any sales sector. Reports are the pathway towards revolutionizing your sales department.

Many business software or sales automation tools will provide you with the ability to generate reports. But you need to make sure that the reports are visually great, easy to digest, and readable.

Close Leads On The Spot With an LRM!

What’s perfect, then closing leads on the spot when you are making sales? As we earlier talked about instant gratification, closing leads on the spot is one of the best sales automation strategies to take advantage of. It will not only better your customer list but save you from all the waiting, dialing, and dropping cycle that goes on forever.

Want to learn how you can close leads on the spot? With Callingly, you can respond faster and close more deals on the spot within seconds. Callingly is an LRM tool that gets connected with every CRM, website, or lead platform.

Whenever a new lead comes in, Callingly automatically starts ringing your sales team within seconds (Yes, no more shouting or manual dialing the clients after a day or two). If no one is available, Callingly keeps on calling until an agent picks up. After that, the agent hears a whisper text that tells him/her about the leads’ information. And when the call is over, the recording and analytics are automatically synced to your CRM.

With Callingly, you can close more leads on the spot within seconds without webbing yourself into the never-ending loop of making visitors into customers. Callingly guarantees call for every lead in seconds so you can make more sales.

Close leads on the spot with Callingly and enjoy additional features like lead routing, call recording, follow-up calls, reporting, analytics, and more.

Use Automated Emails For Making Follow-Up Contacts

Emails can come in handy for making follow-up contacts, but sending them manually can be a tedious job. Don’t indulge yourself or your sales rep into sending emails as it will just waste their time.

Instead of manually sending out follow-up emails, you can invest in an email marketing software. It will automatically capture your current and send out follow-up emails to your contacts.

Another thing you can do is look for an LRM or CRM that supports automatic follow-up emails. You can even pass back lead call results to a marketing tool such as ActiveCampaign and set-up an email marketing campaign and track it to see the results. But using automated emails for follow-up contact is one of the best sales automation strategies, you should make the most of.

Automate the Dialling Process

The dialing process is an essential part of any sales sector. Without dialing, a sales rep usually can’t connect with the lead or the customer. Manually dialing hundreds of leads isn’t an efficient way to make more sales as seconds of gap between calls can really add up. That’s why you need to automate the dialing process in your sales department.

A CRM or auto-dialer such as AirCall will not just assist you with the auto-dialing feature, but it will prioritize contacts based on their importance in the sales funnel. With automatic dialing, your sales reps will be busier in making sells rather than dialing numbers manually.

Say good-bye to the repetitive task of dialing and managing the contacts, digitize and automate the dialing process with a software or an LRM/CRM tool.

Implement these five sales automation strategies in your sales department and you’ll see astounding results.


Book your sales agent on a call with a lead automatically when the lead books a demo online

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:

  1. Calendly – to automatically capture and book meetings on a calendar
  2. Callingly – to schedule a call to connect the lead with a sales agent
  3. 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
  4. Zapier – to connect these tools together

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?

Let us know via live-chat ????

Getting your live-chat leads connected with a team member over the phone

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!

The Best No Code Automation Tools For Your Sales Team

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. 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 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. 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.


HubSpot has the perfect formula to help you meet your sales needs while you focus on other business areas.

Whether you need to manage a hundred clients or a large community of 10,000 clients, the pricing plans are reasonable and affordable.

With HubSpot automation, you’ll get:

  • Content Support
  • Content creation tools, content optimization, and email marketing.
  • Salesforce integration.
  • Fully automated social media suite.
  • A/B testing for CTA and emails.
  • Attribution reporting, custom event reporting, revenue reporting, and contacts and company reporting.

And much more. HubSpot is a powerful 360-degree tool that packs a heavy punch when it comes to sales and marketing.


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!

Affordable Sales Automation Tools To Take Advantage Of

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 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 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.


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.

What are the do’s and don’ts for sales automation

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


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.


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.

Automate delighting your leads with Pipedrive, Bonjoro and Callingly

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?

That’s what we’ll be showing you below. We’re going to use Zapier to integrate Typeform, Pipedrive, Bonjoro, and Callingly.

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.

But once you’ve got your Typeform set up, we need to set it up as the trigger on Zapier. If you’re unfamiliar with Zapier click here to learn how to create Zaps.

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?