Lead Lifecycle Management
Increase your speed to lead
Streamline your lead management by automating the entire process—from lead capture to enrichment, syncing, and routing. Achieve faster response times and close more deals.
Why Celigo?
Take charge of your lead lifecycle management
Optimize your funnel through streamlined automation and eliminate manual processes that lead to errors, duplicate lead records, and delayed followup.
Universal connectivity
Enable integrations to marketing automation platforms, third-party vendors, and CRMs to streamline the lead journey.
Empower RevOps builders
Build critical integrations within your line of business so they can automate the processes they know best and control the order of operations.
Respond to errors quickly
AI-powered error management enables rapid detection and response to errors in the lead lifecycle, ensuring issues are addressed swiftly.
Celigo highlights
Increase your efficiency
Celigo integrates data between marketing automation, lead enrichment tools, CRMs, and more to increase your lead followup times and close more revenue.
Integration expertise
With prebuilt connectors for key platforms, Celigo ensures quick and seamless customer data integration.
Minimize data discrepancies
Celigo’s error management ensures that customer data syncs accurately across systems, reducing manual effort.
Stay up-to-date
Automatically sync customer data in real time, ensuring all teams have the latest information without manual intervention.
Gain actionable insights
Leverage AI-driven insights to make informed decisions about your customer engagement strategy.
Use cases
Commonly integrated processes
Lead capture
The process of collecting information from potential customers through forms, chatbots, or other digital touchpoints.
Lead syncing
The automatic transfer and updating of lead data across multiple systems to ensure all platforms reflect the most current information.
Lead routing
The process of assigning captured leads to the appropriate sales representatives or teams based on predefined criteria such as geography, industry, or product interest.
Featured connectors
Get to value faster with our prebuilt connectors and integration templates for popular applications.
Webinar
Improving sales and finance efficiency by integrating Salesforce & your ERP
In this concise 30-minute demonstration, you’ll learn:
- The need for integration: How the disconnection between sales and finance often leads to reporting delays, financial data inconsistencies, and opportunities for human error.
- Transformation in quote-to-cash Automation: Learn how in recent years, advancements in quote-to-cash automation have empowered companies to accelerate their end-to-end sales processes.
- Available integration options: Explore the available integration options, and how modern, intelligent business process automation can elevate your sales & finance success.
- Live demonstration: See a live demo of Celigo’s prebuilt apps and templates, and how you can synchronize customer data, sales orders, invoices, and inventory between Salesforce and ERP systems in real-time.
Customer stories
Any intelligent member of your team who understands the systems you’re using can set up an integration with Celigo in a couple of days. We went from zero to solving our problem in two days without a full-time administrator.
Mark Walker
Founder & CEO
Strongpoint
Celigo is a fantastic tool that’s enabled us to connect key business systems with ease. As our business has seen exceptional customer demand in the last year we have needed to use tools like Celigo to improve processes, scale quickly, and speed up internal administration and data pass-over. Celigo has helped us by saving time and freeing up team members to do better things. That’s the real value-add.
Lauren Robertson
Brand Director
Condeco
Celigo is one of the best products I have ever worked with. Our support, finance, sales, and operations teams are all looking at the same data through their own lenses. If your company ran on Celigo, you’d be really happy.
Jason Ross
CIO
Workiro
PLATFORM
Built on the leading integration platform
Celigo’s next-gen integration platform combines the power and features tech users need with the intuitive accessibility business users love. Now your entire team can participate in your automation strategy.
Resources
Integration insights
Expand your knowledge on all things integration and automation. Discover expert guidance, tips, and best practices with these resources.
