Stay on Top of CRM Updates

# Stay on Top of CRM Updates ## What It Does Stay on Top of CRM Updates automates notifications from TwentyCRM to your Gmail and Slack, ensuring your sales team stays on top of new leads and updates without manual checking. This automation saves time and boosts sales productivity by sending timely notifications directly to your inbox and team channels. As a result, your team can focus on high-priority tasks and follow up with leads promptly. By streamlining your workflow, you can close deals faster and improve overall sales performance. ## Who Needs This Sales Managers who manually check TwentyCRM for updates and new leads can benefit greatly from this automation. Currently, they spend a significant amount of time monitoring the CRM, sending notifications to their team, and following up with leads. With Stay on Top of CRM Updates, they can redirect this time to more strategic tasks, such as coaching their team and closing deals. ## How It Works — Step by Step 1. You connect your TwentyCRM account to the automation agent, allowing it to access your CRM data. 2. The agent monitors TwentyCRM for new leads and updates, detecting changes in real-time. 3. When a new lead is detected, the agent automatically sends a notification to your designated Gmail account. 4. Simultaneously, the agent sends a notification to your Slack channel, ensuring your team is informed and aligned. 5. The agent stores relevant data in a designated Google Sheets document for easy reference and tracking. 6. You can customize the notification messages and data storage to fit your team's specific needs. 7. The agent continues to monitor TwentyCRM and send notifications as new leads and updates are detected. 8. You can review the stored data in Google Sheets to analyze lead trends and optimize your sales strategy. ## What You Get * Timely notifications sent to your Gmail account for new leads and updates * Notifications sent to your Slack channel to keep your team informed * Relevant data stored in a Google Sheets document for easy tracking and analysis * Increased sales productivity by 3 hours per week * Improved follow-up rates with new leads and updates * Enhanced team collaboration and alignment ## Setup Requirements * TwentyCRM account credentials * Gmail account credentials * Slack account credentials * Google Sheets account * Incoming webhook URL ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*