FunnelFLARE

![FunnelFlare Launch](//images.ctfassets.net/f2ysq090txql/6KNlRIfPqGXSloPMxCGZff/20b683b442064d2b880ae173350e0426/FunnelFlare_Launch.png)

[FunnelFLARE](https://funnelflare.io/) is a sales process automation software that will help you reduce your sales effort so you spend less time on admin tasks and more time with those prospects that matter. FunnelFLARE is an ideal complement to use next to a CRM. But how do you keep FunnelFLARE in sync with your CRM, or with any other business tool you are using? 

That’s where PieSync steps in! 

FunnelFLARE already offers a built-in integration with Google Contacts, Outlook and other applications. However, __PieSync takes integration solutions to the next level with 2-way synchronization.__

A 2-way or bidirectional sync implies that __whenever you add or modify a customer or prospect’s information in one tool, you’ll have it automatically updated the in the other one, and vice versa.__   That helps you avoid isolated data and duplicates. Plus, PieSync keeps in mind historical data to make sure you don’t miss a thing.

Here are the business tools you can synchronize with FunnelFLARE: 

<Widget type="piesync-widget" left="funnelflare" size="compact" />

The app you are searching for is not here? Don’t worry! We are launching a new one every week. [Vote for your favorite cloud-based app!](https://www.piesync.com/connections/)

> “I’m using PieSync because it saves time. Point blank, its synchronization saves me hours.” -  Leonard Harrison, Owner of Beneficial Dynamics

## Configure your sync, your way

What makes PieSync unique is its ability to intelligently interpret data. It makes sure to match contacts based on their email address and it takes “the best” information of each app. Which means it will enrich your data using the information available across your software stack.  To give you more leverage, you can choose the way your customer data flows between your business tools. 

PieSync’s [“if-this-then-that rules”](https://www.piesync.com/blog/introducing-intelligent-syncing/) allow you to filter your integration according to what your team needs. 

![funelflare icloud](//images.ctfassets.net/f2ysq090txql/3dKJGchWRZFDv9HE20C03W/34880f1e8d76979fad687561ef853fb2/funelflare_icloud.png)

You are in full control of your sync! 

In your intuitive dashboard,  you can also select which information fields to sync and how. Standard fields are mapped by default, but you can map as many other customized fields as you wish.

![Screen Shot 2019-08-14 at 17.08.32](//images.ctfassets.net/f2ysq090txql/3f78pyGLHvRssKNEV3LgFw/e268e0abfcac2eb18a884898fedb30e5/Screen_Shot_2019-08-14_at_17_08_32.png)

Then, just let it work in the background. Set it and forget it! 
A quick list of immediate benefits:

- Save time spent on data entry
- No coding required
- Share contact information with your teams
- Access a unique and up-to-date database from any device
- No more import/export of your contacts
- One database across all your cloud apps
- Sync changes, including deletions and unsubscribes.
- Share accurate customer information across your marketing, sales, and customer service platforms.

__Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/funnelflare) to get extra information.__






Sync your FunnelFLARE customer database with over 180 business applications! It's a 2-way connection that works in real-time! 

Digital Marketing 

Sync your contacts between FunnelFLARE and over 180 business tools

amoCRM

*Editor's Note: The following is a guest blog post by our integration partner amoCRM.*


---



Things ever so rarely go exactly according to plan. Lead generation, communication, sales - these are never-ending problems without a permanent solution. That’s because customers are becoming smarter, pickier and distracted by the abundance of offers all around them. To drive sales, you’ve got to find a way right to their hearts and minds. 

Good thing you don’t have to look far: there is a way to grab their attention, and it’s called conversational business. This strategy revolves around messengers, chatbots and voice assistants as a means to provide top-notch service. 

Selling with messengers and chatbots is so big and exciting that it inspired us at amoCRM to pivot our entire product towards messengers. We even wrote a freely available book called ["Delivered"](https://www.amocrm.com/delivered/?utm_source=inbound&utm_campaign=mbs-pillar&utm_medium=guestpost&utm_content=conversational-business) that’s all about employing Messenger-Based Sales in your business and to make a killer return on investment. 

So what is a Messenger-Based Sales strategy and how do you use it? Let’s start with the basics.

## What is Messenger-Based Sales?

Messenger-Based Sales is a strategy that capitalizes on the world’s fastest-growing communication channel for lead generation, lead acquisition and sales. With the abundance of users on popular messenger platforms, the customer reach is immense. Here are more details to what [Messenger-based sales is](https://www.amocrm.com/blog/50/26944772/?utm_source=inbound&utm_campaign=mbs-pillar&utm_medium=guestpost&utm_content=conversational-business), though - if you’d like to know more.

It’s hard to describe everything that is happening with messengers for business right now. Messengers are used for more than just chatting. For example, one of the most popular messengers, WeChat, allows users to chat, pay taxes, present proof of identity, shop in the app itself and much more. Other messengers [already follow suit](https://venturebeat.com/2019/04/30/facebook-messenger-bots-can-now-book-appointments/), given it’s a tremendous success on the market. 

But what other qualities make MBS stand out, precisely?

### Pros and cons of MBS for business

Any communication channel has its strengths and weaknesses, and messengers are no exception. 

__Pro: messengers are fast, convenient and free__

Messengers let users get service almost immediately. With the younger generations dodging [phone calls and skipping emails](https://www.forbes.com/sites/larryalton/2017/05/11/how-do-millennials-prefer-to-communicate/#73cb80dc6d6f), messengers are becoming more and more crucial as a communication channel for business purposes. Not to mention that messengers have a less formal tone - with stickers and emojis as yet another way of expression. As an added benefit, you don’t need to pay to use messengers - all of them are free by default. 

__Pro: messages are delivered straight to the user’s smartphone screen __

A messenger notification arrives right to the front of their smartphone screen. At the same time, it’s less intrusive than calling and has no risk of being flagged as spam, unlike emails. That means the message you send carries the same weight and visibility as a message the prospect may receive from friends or family. Some messengers have vastly better message open rates and conversion, compared to emails and calls. 

__Pro: uniform usefulness for sales, marketing, and support__

Messengers can carry the conversation throughout your entire pipeline - from marketing to sales and ending in support. You can even make payments right in the chat’s interface. Not to mention the increased capacity - a representative can only answer one phone call, slowly answer a couple of emails or they can quickly reply to almost a dozen chats. 

__Con: no cold outreach__

Lack of ability to initiate the contact may seem like a con for a business, but it’s an immense pro for the prospect. Cold calling is rapidly losing effectiveness, with [less than 1% of received calls resulting in a later call or meeting. ](https://blog.hubspot.com/sales/cold-calling-statistics)
Email is faring better than cold calls, but even if your audience is subscribed to your mailing list, the open rate is still low, and only 2.4% of people click links within emails, [according to MailChimp. ](https://mailchimp.com/resources/email-marketing-benchmarks/)


![amoCRM open rates](//images.ctfassets.net/f2ysq090txql/72tIXpWoKtO9wiHrMpz9l/6a204c9789ee80a0870a63fd3fccb052/amoCRM_open_rates.png)

    Global average email open rates in 2018



Because Messengers have strict privacy rules, no business can spam prospects with offers. The prospect has to come to you first - write to your Facebook page, open your Telegram link, etc. The challenge is to attract the customer to open that link and have them subscribe to your channel. Once they do - they’re all yours. Your leads are pre-qualified and opted-in once they reach out to you over messengers, making them easier to contact and push further down the sales pipeline. They are interested in communicating in you, after all - you just need to follow-up.

__Con: character limits and messenger platform restrictions__

Within an email body, you can stuff in a whole lot. Within a messenger chat message - not so much. Chat messages are dictated by the dimensions of the most common platform used for messaging - the smartphone screen. Your messages will have to be relatively short, filled with high-impact copy and a call to action.

Other challenges may appear in updated use policies that every messenger platform introduce separately. 

__Con: messengers are not widely used for business yet__

Messenger-based sales are at the beginning of their way as a sales channel. Messengers have been used for marketing for a while now, though. Major messenger platforms like Facebook Messenger, WhatsApp and WeChat already have business accounts made specifically for companies, to separate the regular user base from the businesses. But only time will tell what new features and regulations the business accounts will involve. 

And thus, selling with messengers is something you should get acquainted with as soon as possible - if you are sure your customers use messengers at all.

### How to move to a conversational business?

The conversational business takes into its arsenal more than just messenger-based sales. This philosophy involves swapping long messages with short ones, adapting to modern customer’s rapidly shifting focus and attention span. You will need to adapt your communication style to be a bit less formal, make it shorter and offer more value in each message. 

Now, as a business, what do you need to do make it work? A few things, all of them super simple. 

__See if your customers use messengers__

There is no point in adapting your business to conversational strategy if your customers don’t use them at all. Start with a good look at your customers and the communication channels they use. You could be in the industry where emails or phone is the only possible way to go, for whatever reason. Geographical area, mobile network prices - take it all account. 

__Integrate a messenger platform and test it__

Integrating a new communication channel might be a little intimidating, but it’s far easier than it seems. 

Start with choosing a messenger platform you know for granted your customers use. Depending on your geographical area, either Facebook Messenger, WhatsApp or WeChat are likely to be your choice. If you are uncertain - it might be a good idea to carefully survey your existing customer base and learn if they would be open to using messengers.



Set up a channel and wait for the magic to happen. 

__Inform your customers that you have a new channel available__

Run a newsletter, mentioned through word-of-mouth, make some noise! It’s a good way to make some waves and get your first batch of customers to communicate over this new channel. 

__Gather feedback, structure, improve__

As with anything, you should always be on the lookout for improvements to your workflows. Messengers are highly versatile - use it to your advantage! There are tons of features you can look into - net promoter score (to get customer feedback seamlessly), answer templates, AI chatbots, and more.

## Ways to use amoCRM

Our unified inbox solution is great at making business with messenger-based sales. We have everything you need in order to connect messengers, track conversations, build chatbots and more. 

### Use messengers with your sales strategy

Connecting a messenger platform takes just a few seconds. Once it's connected, all the incoming messages are shown in the lead card - you won’t have to go anywhere else. 

A well-rounded messenger-based sales strategy relies on streamlined workflows to increase efficiency - and so should you. Even a quality of life improvement like response templates will make a difference for your team - as pre-written messages will pop up when you need them.

![amocrm contacts](//images.ctfassets.net/f2ysq090txql/3slZIm3FCW7klF7eOWL78N/8ba54b02cfccc16781f582ad2789f0c6/amocrm_contacts.png)

    Response template in action - popping up during message entry


Complete your efforts with net promoter score in order to gauge the effectiveness of your representatives. Your customers will be able to leave feedback on a scale from 1 to 10. This way you can determine the weak spots in your communication and fix them. 

### Create a chatbot in the visual interface

The best part of messenger-based sales lies in automation with chatbots. However, chatbots are seen as difficult to create because they require coding skills. That is not the case with amoCRM, where a visual chatbot builder is available (no code needed!).

![chatbot amocrm](//images.ctfassets.net/f2ysq090txql/31vhDAqoyGHyILfEhOkVBf/3e26a3518cff295102d2cd98f83ae16f/chatbot_amocrm.png)

  
    Visual chatbot builder in action


With it, you can create a chatbot step by step. String it to other features of the system (like creating notes, tasks and so on) and put it on your website or messenger channel. 

This is a fantastic (and entertaining) way of advancing your conversational business strategy forward. 

## Integrate amoCRM with PieSync

Top it all off with an [integration via PieSync](https://www.piesync.com/amo-crm/), through which you can connect your favorite services to amoCRM. 

PieSync is capable of connecting amoCRM with a myriad of different apps with 2-way sync. It’s a tremendous boost to productivity, as connecting all your services together eliminates manual data entry.

### Conclusion

Get on the same wave with your customers. Honest and straightforward communication will forge trust. And messengers are where it’s at now. 

Lots of sales to you, and thanks for reading!


Selling with messengers is how the game is played now. This article will teach you how conversational business brings success through messenger-based sales approach!


Customer Service

Marketing 

Conversational Business: how a messenger-based sales strategy will grow your business

Magento

![Magento Launch](//images.ctfassets.net/f2ysq090txql/2G51BelzfI3aEvQg1oLgI1/011f9064e6b2610efbf680ae2f8635d5/Magento_Launch.png)


[Magento](https://magento.com/) empowers thousands of retailers and brands with the best eCommerce platforms, solutions, and CMS software.

This amazing business solution for eCommerce managers already offers an outstanding selection of business applications to integrate with. So what's new about this new synchronization option?  

## About PieSync

PieSync is dedicated to sync exclusively your customers' contact data with an intelligent 2-way solution. That means that if you add or update a contact's information in one app you'll see that change automatically in the other one, and vice verse. It doesn't matter who or from which device the data was modified. 

__You don't have to manually transfer data EVER again! __

Many businesses use the time-wasting import/export or one-way pushes, but your apps are never really up-to-date. It requires to set up about 3 ["Zaps" ](https://www.piesync.com/piesync-vs-zapier/)to actually get your new contacts to be added from Magento into your CRM or Marketing tool, and your historical data won't even be taken into consideration.  

With a simple configuration via PieSync, you can easily connect Magento to your other business tools and actually have them in sync. 

PieSync is intelligent enough to constantly scan all your databases and enrich your customer data with the most relevant data collected inside each one. That ensures your data is always up-to-date and high-quality. It will also help you manage duplicates and merge contacts in a controlled way. 

__This unique contact sync solution allows you to connect Magento with all types of business tools: CRMs, Marketing Automation tools, Cloud Accounting apps, GSuite, Outlook, iCloud, etc. __

Check out all the platforms available today:

<Widget type="piesync-widget" left="magento2" size="compact" />

The app you need is not yet available? Don't worry! We are releasing a new one every Wednesday! [Vote for your favorite app here](https://www.piesync.com/connections/) and we'll add it to our pipeline. 

PieSync's Intelligent engine is constantly checking for updates in both apps.  If there are any changes in one app, you'll have it automatically up-to-date in the other app in real-time.

## Complex workflows? A piece of cake 

With an intuitive [if-t*his*-then-*that* ](https://www.piesync.com/blog/introducing-intelligent-syncing/)filtering option, you can decide which subsets of contacts you want in sync. You can choose to sync between attributes, lists, tags, groups, or labels in each app.

Through sync rules, you can link the segmentation you have in your marketing or CRM platform to what Magento calls “groups”. In doing so, your existing customers would get personalized pricing conditions as they browse your store.

![magento salesforce](//images.ctfassets.net/f2ysq090txql/3vAD3HGfeHHaTMT14MTD9o/8337c7c51d6d5533804e25cc4e1a6e2d/magento_salesforce.png)

<Button href="https://www.piesync.com/magento/" text="Try it now!" />

You can also hand-pick the information fields you want to keep in sync between apps. PieSync will map the typical fields by default (such as name, last name, email, etc.) Additionally, you can map your custom-made fields: 

![salesforce magento sync](//images.ctfassets.net/f2ysq090txql/7lKfjaT37MlB7N28FsAh1X/b516f4ad81998e4d5bd4c40ced86c18d/salesforce_magento_sync.png)

## Other Benefits

**5-Minute Setup**

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations. 

**No installation or download required** 

The entire syncing solution exists in the cloud. You don’t have to install or download any additional software. 

**Add Teams**

You can add your entire team to your PieSync account. This means everyone can access the most up to date data when they need it most. 

**Multiple plans to scale your business growth**

We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan. 

**Avoid Duplications**

PieSync hates duplicates just as much as you do. We eliminate duplicates by matching contacts based on their email addresses.


## And there's more!

- Save time spent on data entry
- Increase ROI
- No more import/export of your contacts
- One database across all your cloud apps
- Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
- Share accurate customer information across your marketing, sales and customer service platforms.


Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/magento) to get extra information about this connection.

So what are you waiting for?

<Button href="https://www.piesync.com/magento/" text="Start your free trial today!" />

From now on, you can sync your Magento customer database with over 180 business tools. It works 2-way and in real-time. That means contacts always up-to-date across your different applications with one simple setup. Check it out! 

Ecommerce

There's a new and simple way to have your customer databases in sync with Magento! 

HubSpot

Outreach

Intercom

Follow Up Boss

Mailchimp

Drift

Prospect.io

Unbounce

Live chat, cold outreach, social media, pop-up forms... there are so many lead generation tools and strategies that your marketing team can follow. But there’s no single script for success and it can get overwhelming. In fact, [65% of businesses](https://www.hubspot.com/marketing-statistics) say that generating traffic and leads is their biggest marketing challenge.

To develop the best lead generation strategy for your business and avoid empty-pipeline worries, there are several things you can do. First, check the basics. The marketing teams with topped up funnels have certain things in common:

* They understand their personas and have pinpointed the goals, pain points and common attributes of their most valuable contacts. 
* They have identified the channels, formats, and delivery that appeal to these people and focus their lead gen efforts on what brings real results. 
* They have the analytics in place to show what is working. 

Once you have ticked these boxes, you will be in the best position to work on the next powerful step: **building a connected ecosystem of lead generation tools** to keep a consistent stream of quality leads flowing into your CRM.

When choosing marketing apps for lead gen, you can choose tools that allow you to implement:

* Live chat
* Website forms
* Pop-ups and opt-ins
* Facebook Ads
* Marketing automation
* Email lookup
* Content marketing lead collection
* Email followup
* Video lead gen
* Surveys
* Lead data collection
* Landing page creation
* Calendar scheduling


Here are just a few of the best tools for lead generation, which you can integrate together and with your other go-to apps using [PieSync](https://www.piesync.com/connections/).

## 1. [Drift](https://drift.com)

Use it for: live chat, calendar scheduling, landing pages

![drift](//images.ctfassets.net/f2ysq090txql/6dzziLnhN4hpQQKd5vo32R/72642e7735756118c08b2a24fca0e4c0/drift.png)


Drift isn’t just a live chat tool. Their team is leading the “conversational marketing” movement: a term they coined that is redefining the modern marketing playbook. 

By installing Drift on your website, you benefit from a live chat tool that’s supercharged with intelligent calendar scheduling, bot features, account-based marketing, and even conversational landing pages.

As a recent addition to their feature set, [Drift video](https://www.drift.com/video/) enables you to create and share **videos that start conversations**. 

Although they have a free plan with basic functionality that’s designed for individual users, Drift usually doesn’t come cheap. Their Pro plan for teams is $400/month and access to advanced automation features will set you back $1500/month. However, **you can think of the tool as a 24/7 SDR**, working behind the scenes to fill up your lead pipeline.

<Button text="Sync Drift" href="https://www.piesync.com/drift/" />


## 2. [Prospect.io](http://prospect.io)

Use it for: email lookup, email followup

![prospect](//images.ctfassets.net/f2ysq090txql/2b9cruKMZQpvrYlx6428Fv/f6df1482412b1e1df018c47a9441ed28/prospect.png)

Prospect.io is designed for sales teams, but a lot of marketers love it as a B2B lead gen tool. The **automation platform** provides a handy way to find and verify email addresses, job titles, location and other contact information. 

You can then reach out to these prospects via cold emails and drip campaigns and integrate new contacts and conversations with your existing tools as they move down the funnel.

<Button text="Syncing Prospect.io" href="https://www.piesync.com/prospect/" />


## 3. [HubSpot](https://hubspot.com)

Use it for: marketing automation, calendar scheduling, live chat, website forms, pop-ups and opt-ins, content marketing lead collection, email followup, landing page creation

![hubspot lead gen](//images.ctfassets.net/f2ysq090txql/5AJguubYHwLlYmGWtK30Yc/e0c9c845748578edc5352191579ad119/hubspot_lead_gen.png)

HubSpot is one of the most powerful all-in-one software choices out there. The HubSpot CRM is free, but once you start adding their Marketing, Sales, and Service Hubs it quickly gets expensive. However, as a growing team with enough budget, HubSpot enables you to tick a lot of boxes with the one tool.

To boost your leads, you can use HubSpot as automated lead generation software to **open up various contact collection channels** on your website, including website forms, live chat, pop-ups and banners, and calendar scheduling.

One of the biggest advantages of HubSpot is its automation features, especially once a new lead enters your funnel. [Marketers say that](http://www.adestra.com/resources/downloadable-reports/marketer-vs-machine/) the biggest benefits of automation are saving time (74%), increased customer engagement (68%), more timely communications (58%) and increased opportunities including up-selling (58%). HubSpot is one of the best tools for accessing these results.

<Button text="Syncing HubSpot" href="https://www.piesync.com/hubspot/" />

## 4. [Outreach.io](https://outreach.io)

Use it for: sales engagement, including sales dialer, sequences, email and tracking, and intelligence features

![outreach integration](//images.ctfassets.net/f2ysq090txql/7GTDvjjz3U6fYKobMBcEO/0b69c850789ace6280b135688f778e39/outreach_integration.png)

Are you using account-based sales in your lead gen and nurturing strategy? With an **account-based sales strategy**, you identify your target audience and get crystal-clear on your personas before creating a list of target companies and prospects to reach out to and nurture. This can be especially effective for enterprise sales.

Outreach.io is one of the most useful tools to manage account-based sales, especially when combined with data-enrichment tools like [Infer](https://infer.com/) and [Hull.io](hull.io) to help you learn more about your prospects.

<Button text="Syncing Outreach.io" href="https://www.piesync.com/outreach/" />

## 5. [Mailchimp](https://mailchimp.com)

Use it for: website forms, pop-ups and opt-ins

![Mailchimp integration](//images.ctfassets.net/f2ysq090txql/5E31LP33Y6O1WTPNPhFjpQ/e55f37a3164079f72916c9c74818064c/Mailchimp_integration.png)

Mailchimp is known first and foremost as a popular email marketing platform. But it’s also a powerful lead generation tool. With Mailchimp, you can get more leads in your funnel by:

* Embedding sign-up forms on your website, such as in your blog sidebar or website footer.
* Using pop-ups to convert website visitors to contacts with compelling content after they scroll a certain % or move their mouse to leave (exit intent).
* Creating a shareable URL link to your newsletter, allowing you and your subscribers to share your latest campaign on social media.

<Button text="Syncing Mailchimp" href="https://www.piesync.com/mailchimp/" />

## 6. [OptinMonster](https://optinmonster.com)

Use it for: website forms, pop-ups and opt-ins

![optimonster integration](//images.ctfassets.net/f2ysq090txql/7GSuPGDa9PHFI1k8w30SSj/0bbe1df583d914e81216bcccb695cb1d/optimonster_integration.png)

If you look at top-converting websites that generate leads while their marketers are asleep, you’ll probably notice they have something in common: they use pop-ups and opt-ins.

These take a bit of tact to get right, as you don’t want to bombard your website visitor with intrusive pop-ups and push up your bounce rate. A tool like OptinMonster helps you to set up your lead magnets and adjust the settings to be valuable instead of irritating to visitors.

## 7. [Follow Up Boss](https://followupboss.com)

Use it for: managing your leads as a real estate company

As a real estate professional, Follow Up Boss can radically streamline your work and help you close more deals with less effort. The CRM and lead management tool enables you to automatically import and distribute leads from 200+ sources.

![Follow Up Boss integration](//images.ctfassets.net/f2ysq090txql/6x8EoVkUkAM9ea8HxJoxOi/1c7f3119d5baa2672af7ef137b395928/Follow_Up_Boss_integration.png)


<Button text="Syncing Follow Up Boss" href="https://www.piesync.com/followupboss/" />

## 8. [Leadfeeder](https://leadfeeder.com)

Use it for: identifying who’s browsing your website

![Leadfeeder integration](//images.ctfassets.net/f2ysq090txql/32vQBLlPwLIDcpq7MbaDOO/c435ba273aa966e75fa7107b60ec6c25/Leadfeeder_integration.png)

Collecting website visitor data isn’t always easy. More often than not, it’s challenging. If you’re just looking at the information in Google Analytics and your CRM, you’re often missing the full picture. You might wonder, *who is actually looking at my website?* 

Leadfeeder is one tool that’s designed to help you get around these issues. The B2B lead generation software **identifies the companies and decision-makers visiting your website**, how they found you, and what they’re interested in. You can then send these new leads to your team by automatically updating your CRM.


## 9. [Intercom](http://intercom.com)

Use it for: live chat, email followup

![intercom integration](//images.ctfassets.net/f2ysq090txql/6Xuj0eYWzp9GJmNAAqu5nY/470887d56ff232720824fee96a71d9ef/intercom_integration.png)

Intercom is a powerful all-round solution with a great reputation for both B2B and B2C companies. It allows you to create many types of chat on your website – tailored for both sales and support – and makes it easy to incorporate helpful knowledge bases and qualification forms. 

Intercom has been putting a lot of effort into developing their automation features in recent years, so customers can **quickly capture the right information** and immediately respond to frequently asked questions using custom bots.

<Button text="Syncing Intercom" href="https://www.piesync.com/intercom/" />


## 10. [Unbounce](https://unbounce.com)

Use it for: landing page creation, pop-ups and opt-ins

![unbounce integration](//images.ctfassets.net/f2ysq090txql/530g33UM8yhaACVIzqdU98/0ada00f15383804968de9108ab6deb9b/unbounce_integration.png)

Lead generation and high-converting landing pages go hand-in-hand… but how do you create a landing page that converts? Unbounce is designed to make that easier. With their page builder, you can easily **create custom landing pages that convert more visitors** than other solutions. 

It’s also simple to use Unbounce with your other tools, [including direct publishing to WordPress](https://unbounce.com/product/integrations/wordpress/), so you can avoid clunky plugins and get the results you want faster.

<Button text="Syncing Unbounce" href="https://www.piesync.com/unbounce/" />

---

With the tools available to you, lead generation doesn’t have to be a headache. The 10 apps in this post can fill up your funnel outside of office hours and keep your sales team busy with new prospects. 

For the best results, use [PieSync to keep your contacts in sync](https://www.piesync.com) across all platforms and **reduce the risk of data silos** when implementing new tools.


Generating leads can be a challenge for many marketing teams. But with the tools available, it doesn't have to be. Here are some of the best apps to fill up your funnel.


10 of the best lead generation tools to top up your marketing funnel

Greenhouse

![greenhouse](//images.ctfassets.net/f2ysq090txql/63fWCTXm3cD8bexRhRLQbc/7783170f630574a3c8bd3e4c5ffd81bb/greenhouse_launch.png)

## A Powerful Syncing Solution

[Greenhouse](http://www.greenhouse.io/) helps thousands of the smartest and most successful companies design and automate all aspects of hiring throughout their organizations, helping them compete for and win top talent.

Greenhouse’s suite of technologies includes a CRM, Events App, Onboarding platform, and Greenhouse Inclusion in partnership with Paradigm to allow companies to mitigate unconscious bias in the hiring process. Want to have even more process of your business aligned?

PieSync offers a complete synchronization solution for over __180+ other cloud business applications. It works 2-Way and in real time. __

What makes this solution unique is the superior intelligence of its engine.  Trigger-based services like Zapier and its alternatives, only push data from one app to the other one, while __PieSync actually analyzes the information stored in your different databases to make sure that whenever you add or update a contact in one app, you have it up-to-date in the other one, and vice versa. __  

This means __no more import/ export or duplicates__.  You’ll have a 360-degree view of your contacts’ information across your SaaS Stack. Plus, you’ll enrich your contact data stored in greenhouse and other platforms.  

Check out the supported apps we are currently supporting for greenhouse: 

<Widget type="piesync-widget" left="greenhouse" size="compact" />

The app you are searching for is not here? Don’t worry! We are launching a new one every week. [Vote for your favorite cloud-based app!](https://www.piesync.com/connections/) 

> “This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.” Kevin Johnson, Associate Broker at RE/MAX Real Estate

## If-t*his*-then-*that* for Greenhouse

You can also create powerful personalized workflows with the information from [the best-of-breed software](https://www.piesync.com/connections/).  By using “If–this–then–that” rules or conditions on top of the 2-way sync, you can create more nuance. You can configure your sync depending on lists, tags or categories in each app you want to have in sync. Let’s see one of the many use cases for greenhouse and PieSync: 

![greenhouse active campaign](//images.ctfassets.net/f2ysq090txql/3DgwCQrgoJdwq741FLhWqQ/2e120620e7d90a7bf0465fac039f1e12/greenhouse_active_campaign.png)

With this simple setup, PieSync will take care of automatically manage the subscription status of your candidates. You will always have their information up-to-date in both greenhouse and Active Campaign, in this case. 

<Button text="Try PieSync for free" href="https://www.piesync.com/greenhouse/" />

## Even more customized features

Depending on the other app you’re syncing with, you’ll see most greenhouse fields (such as name, last name, address, etc.) being mapped by default. Additionally, you can [manually map your custom-made fields](https://www.piesync.com/blog/announcing-our-biggest-update-to-date-custom-fields-and-customizable-field/) and any standard fields that are not included in the default mapping:

![Screen Shot 2019-08-07 at 17.20.52](//images.ctfassets.net/f2ysq090txql/3s4efDkV7hHOf3xfH682mW/04d6d3f0b41aa8f58745ece322a2de62/Screen_Shot_2019-08-07_at_17.20.52.png)

__You’ll have the right data, in the right app, at the right time!__

## And there’s more!

- Save time spent on data entry
- Increase ROI
- No more import/export of your contacts
- One database across all your cloud apps
- Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
- Share accurate customer information across your marketing, sales and customer service platform


## Learn how to set up a sync: 

<Embed src="https://www.youtube.com/watch?v=oIx8J_-SA9Y&t" />

Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/greenhouse) to get extra information about this connection.

<Button text="Try PieSync for free" href="https://www.piesync.com/greenhouse/" />

Great news! From now on, there’s a way to have Greenhouse in sync with over 180 business tools! It works 2-way and in real-time. Make sure your candidates' data is always up-to-date across your entire software stack with PieSync. 

Recruiting 

Have your greenhouse candidates in sync with other business tools

You might have heard of automation as a way to improve your business operations and marketing. But what really is automation, why should you use it, and how can you automate your work as a real estate professional? If you’re asking yourself these questions, you’re in the right place.

Here’s our go-to guide for getting started with real estate automation and achieving the results we know are possible for companies like yours.

## Explaining real estate automation

Simply put, automation is your way of **reducing manual work and letting your tools do more for you**. This could be through email workflows, automated notifications and tasks for your team, and handy integrations between your tools. 

Real estate automation takes your business operations and marketing from good to great and reduces workload. It doesn’t mean firing all of your employees to let machines handle their jobs… it’s about making their work (and yours!) significantly easier and more efficient.

## How much time does automation take to set up?

You can do as much or as little automation as you want. When getting started, your goal should be to simplify what you are doing already. If you are using a [CRM](https://www.piesync.com/blog/real-estate-crm-what-you-need-to-know/) or email tool, it’s likely you can set up some automation right now with the features you have access to.

## 23 examples of real estate automation to get started with

## Automated marketing

#### 1. Lead generation via website forms

With landing page and website forms directed to your CRM, you can build a marketing machine that captures new leads while you sleep. This doesn’t need to be complex: you could have a callback request form or even just a simple contact form. 

#### 2. Automate open house lead generation

During your next open house viewing, try automating your lead collection with a tool like [Spacio](https://spac.io/). Capture the emails of everyone who attends, send automated follow-up messages, and integrate with your CRM so you can keep nurturing those new leads.

#### 3. Sync your leads from all channels

We’ll make a bet that you get leads from a countless number of sources. That can be tough to stay on top of, but it certainly doesn’t have to be. There are several [real estate marketing automation tools](https://www.piesync.com/blog/marketing-tools-for-real-estate-agents-from-the-pros/) to sync your leads in one place.

[Follow Up Boss](https://www.followupboss.com) has a great reputation for real estate agents. Their lead management system is trusted by 20k+ agents who use the tool to automatically distribute and follow up with leads from over 200 different sources.


#### 4. Sync your leads to your phone  

There’s a clever sync that many Follow Up Boss users have set up with PieSync — [connecting their Follow Up Boss account with Google Contacts](https://www.piesync.com/google-contacts/followupboss/), [iCloud](https://www.piesync.com/icloud/followupboss/) or [Contacts+](https://www.piesync.com/fullcontact/followupboss/). The sync gives them access to a complete and up-to-date database on their phone, so that when a lead calls them, the caller ID is always accurate.

![best Real Estate Automation](//images.ctfassets.net/f2ysq090txql/awywL26JpYBov7R52RGV2/2a54ff76077613c780abfee76b568c30/best_Real_Estate_Automation.png)

#### 5. Automate lead routing

If you are currently manually routing leads to the best agents, you can save time with real estate marketing software [that automates lead routing and rotation](https://www.followupboss.com/features/lead-routing). Route geographically by zip code, pass senior agents your higher-priced leads, or set up a 'first-to-claim' process or round-robin.

![automate lead routing](//images.ctfassets.net/f2ysq090txql/5mibP6FippO9nzP6NxthEZ/219bd3c534d01d5f94240bc80abc2a54/automate_lead_routing.png)

#### 6. Nurture leads with workflows

Collecting and storing leads in your CRM isn’t enough: you need to nurture them. Lead nurturing consists of sending relevant and timely emails to the right leads to guide them down your funnel. 

The easiest way to do this is with automated workflows or drip emails, which are easy to create with real estate systems like [Brivity](https://www.brivity.com/) or email tools like [Mailchimp](https://mailchimp.com/). Once you’re set up, you can sit back, relax, and know your emails are being sent to the right people without you needing to lift a finger.

#### 7. Activity-based email workflows

There are certain moments in your buyer’s journey where you need to reach out. Use email workflows to automatically send replies to leads when they request a viewing, sign a contract, or download a resource on your website.

#### 8. Lead management 

Use real estate automation to create a list of hot leads that will be the best use of your valuable time. If you use Follow Up Boss, their [Smart Lists](https://www.followupboss.com/features/smart-lists) feature is a handy way to sort your leads by value, such as a list of all leads searching over $1M.

#### 9. Opportunity tracking

Your most important leads are your opportunities—these are leads who know your company exists and people who you know are in the market. Use automation to keep an extra close eye on these leads. In many CRMs, including [Contactually](https://www.contactually.com/), you can **use deal stages to track an opportunity’s journey** through the common stages of your pipeline—for instance from callback requested, to contract sent, and on to closed-won.

#### 10. Lead activity monitoring and triggers

You shouldn’t be spending your time watching your leads and wondering who is worth contacting that day. **Use automated activity monitoring** to track your leads’ behavior on your website and use pre-set triggers to notify you when action is actually needed.


---


## Automated business processes 

#### 11. Tasks and transaction management

Do you struggle to stay on top of all of your tasks and checklists? With a real estate-specific CRM like LionDesk, you can create automated task lists to help you manage every detail associated with a listing, sale, open house and more. LionDesk also comes with some handy property plan templates, such as their Closing Plans, Listing Presentations, and 30/45 day escrow plans.

[![Tasks and transaction management](//images.ctfassets.net/f2ysq090txql/6oAhTGDZYgcfkQ7SzMk4y7/8074677d124c6b3067b1b6f031b49dd1/Tasks_and_transaction_management.png)](https://liondesk.zendesk.com/hc/article_attachments/360004519913/mceclip0.png)

#### 12. Notifications

The best real estate agents strike when the iron is hot. Let your CRM help you do this via automated notifications that give you a nudge when a lead shows engagement.

#### 13. Accounting & financial automating
Is accounting giving you headaches? A cloud-based system like [Xero](https://www.xero.com) is a no-brainer for getting your finances under control. However, [make sure it’s synced to your other key tools](https://www.piesync.com/xero/), such as your CRM, so your contacts are up-to-date everywhere.

#### 14. Property management

If you're subscribed to a real estate CRM like [LionDesk](https://www.piesync.com/liondesk/), make sure you are using its [property management features](http://www.liondesk.com/features.html). You can enter your properties to track closings, automate tasks and manage deadlines so nothing falls through the cracks.

#### 15. Contracts

Automation can save you a ton of time managing contracts. To speed up sending out contracts and getting them signed, you could use a [real estate-specific transaction management solution like Dotloop](https://www.dotloop.com/).

#### 16. Connecting your tools = no more manual updates
The most effective businesses keep their tools and contacts in sync. [Check which tools you can sync here](https://www.piesync.com/connections/).


### Automated engagement

#### 17. SMS/email reminders on key dates

Keep your pipeline engaged and on track with SMS and email reminders that radically reduce missed viewings, meetings, or inspections.

#### 18. Automate voicemail messages

With [Agent Legend](https://www.agentlegend.com/), you can automatically send **personalized voice mails**, text messages and emails to your leads. By [integrating Agent Legend with a tool like Follow Up Boss](https://www.followupboss.com/integrations/agent-legend), you can automatically add a note to the contact to show what was sent to them. You'll also get a direct notification when the lead replies.

#### 19. Stay in touch with previous clients

If you’re looking for new leads, look at the best leads you already have: your previous clients. Set up automated email workflows to reach out to past clients at set intervals (such as one year after purchase, or on their home anniversary). Or, you could send engagement campaigns via SMS for more personal outreach.

#### 20. Engage past clients with video

[BombBomb](https://bombbomb.com/tour/real-estate/) is a real estate video app that offers a great way to engage with past clients, especially if you sync it with a tool like [Dotloop](https://www.piesync.com/bombbomb/dotloop/) or [Follow Up Boss](https://www.piesync.com/bombbomb/followupboss/) to reach out on notable key dates. This makes for timely and relevant communication.


<Embed src="https://youtu.be/4MJt-Alc0cw" />

## Automated management

#### 21. Automated property inspection

Inspections can be tedious. However, tech is solving that problem for real estate agents. With tools like [Spectora](https://www.spectora.com/), you can complete home inspections faster. It’s also possible to automate inspection agreements, reminders and follow-up for clients and agents, and notify everyone involved when an inspection is rescheduled. 

#### 22. Agent availability 

Make team management easier by having [the latest view of your agents’ availability](https://www.followupboss.com/features/calendar) through a calendar sync with your real estate software. This makes setting up appointments and assigning agents a breeze.

#### 23. Analytics engagement and performance

As a manager, your team’s performance matters. With a tool that automatically compiles **key reports and dashboards**, you can get a quick view of the important stats and identify who would benefit from extra coaching. Two tools with great analytics on agent and team performance are [LeadSimple](https://www.leadsimple.com/features) and [Contactually](https://www.contactually.com/). 


[![real estate automation](//images.ctfassets.net/f2ysq090txql/64qdRITxSyLfURGAtbhAZ1/c1b99dcd2541d4ef773ad63a716fc366/real_estate_automation.gif)](https://www.contactually.com/marketing-assets/how_it_works/howItWorks-teams-62c71c491cf4cea2d706c7da811fa8745d5817233e5e66ffd55d8ff02d65034a.gif)

### Get the best real estate automation results by connecting your tools 

We’ve mentioned a lot of real estate management tools in this post. We’ll bet you’re using a lot already, too. As automation is about saving time, don’t let it create more work and hassle for you. 

Instead, use PieSync to [sync your tools](https://www.piesync.com/) and keep your contacts updated in all the important places.

All connections are two-way, in real-time, and trusted by over 180k+ real estate agents.



Automation is a powerful tool for all businesses, especially if you’re in real estate. Here are 23 things to automate first in your company.

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