New Integration: Build a Sales Pipeline with RevBoss

Rachel Poletick
Rachel Poletick / October 24, 2017

Trying to attract the right customers to your business can be like searching in the dark. What you need may be right in front of you, but you just can’t seem to find it. Sales development software RevBoss can get your sales strategy up and running in a pinch. Now, the work of engaging the right people becomes incredibly streamlined. Once you’ve found prospective customers, RevBoss also helps you build a sales pipeline for a personalized experience that inspires confidence in your business.

Zapier elevates your RevBoss account capabilities by integrating it with 750+ web tools that can help simplify your workflow. Track prospective customers by linking RevBoss to Google Sheets and see live updates on your sales progress. Give specialized attention to your most engaged leads by linking up with a CRM tool like Salesforce or Zoho CRM. Zapier’s automated workflows let you give your customers the consideration they deserve without wasting your time in the process.

How RevBoss Works with Zapier

Triggers

  • Prospect Event: Triggers when a Prospect completes a specified event.

Automation Inspiration

Get started with these sample Zaps:

Expand Your Reach with Engaged Users

Stay in the Loop with Your Leads

How To Automate RevBoss with Zapier

  1. Sign up for a RevBoss account, and make sure you have a Zapier account

  2. Try some pre-made RevBoss integrations and learn more about how RevBoss works with Zapier

  3. Check out our RevBoss help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with RevBoss and Zapier