6 steps to enter your CRM data like Hubspot or Salesforce into Magileads via the Zapier tool to automate your workflows. Integrate your CRM data into Magileads via Zapier in 6 steps – Complete guide

Zapier is an online automation tool that allows users to connect their favorite apps and services to automate repetitive tasks. It works by creating “Zaps,” which are automat workflows that are trigger by an event in one app and then perform an action in another app.

is a B2B prospecting platform that helps businesses manage their marketing and sales campaigns by automating data enrichment, lead scoring, and sending target emails. By integrating your CRM (Customer Relationship Management), such as Salesforce or HubSpot, with Magileads via Zapier, you can automate contact synchronization, simplify data management, and improve your campaigns.

Requir Permissions : Make sure you have the necessary permissions to connect these apps through Zapier.
Find out how to sync your Magileads and Zapier account in this video:

In what specific cases would I ne to

Ne : Every time a new contact is add in your CRM, you want them to be automatically add to Magileads to immiately start  specific database by industry receiving marketing communications or to be includ in prospecting campaigns.

 

Solution via Zapier : Set up a Zap that triggers an action in Magileads whenever a new contact is creat in your CRM. This eliminates the ne to manually import contacts and ensures that all your new leads are follow up consistently and quickly.

2. Synchronizing Lead Scoring Data
Use case : Your ລ້ານຄົນໃນປີ 2023. ສຳລັບບາງຄົນ, ພອດແຄສເປັນວິທີທີ່ເໝາະ  sales team uses a lead scoring system in HubSpot to determine which leads are the most promising. You want to use this information in Magileads to personalize marketing campaigns.

Ne : Automatically sync HubSpot lead scores with Magileads so your marketing teams can target the

hottest leads with specific campaigns

Solution via Zapier : Create a Zap that triggers whenever a lead score is updat in HubSpot. Set the action so that this information is automatically updat in Magileads. This allows your marketing team to adapt their messages bas on the lead score, improving the relevance and effectiveness of campaigns.

3. Sales opportunity management
Use case : You are a sales manager who wants to track the progress of sales opportunities in Salesforce and automatically notify  aleart news the marketing team to adjust their nurturing efforts.

Ne : Every time an opportunity reaches a certain stage in Salesforce (e.g. “Proposal Sent”), you want the information to be updat in Magileads to adjust nurturing campaigns accordingly.

 

Ne : If a contact in HubSpot has not interact with a campaign (e.g., has not open an email or click a link), you want this contact to be automatically add to a follow-up campaign in Magileads.

Zapier Solution : Create a Zap that triggers an action when a contact meets certain criteria in HubSpot (like not opening an email). Then configure Magileads to add that contact to a follow-up campaign . This ensures that your leads receive proper follow-up without manual effort from your team.