How can I filter leads based on specific criteria?

DryMerge allows you to specify the criteria for flagging leads, such as sales history, engagement level, or demographic information. Define your criteria, and DryMerge will handle the rest.

Can I use this with a different CRM besides Salesforce?

Yes, you can use this with other CRMs. Describe the changes you need, and DryMerge will adjust the automation accordingly.

Which roles benefit from this automation?

Sales teams and account managers benefit the most from this automation. It helps them identify potential cross-sell opportunities quickly, ensuring they can prioritize and tailor their sales efforts effectively.

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Enrich by DryMerge + Salesforce

Flag High-Value Cross-Sell Leads in Salesforce with Enriched Data

Maximize your sales potential by identifying and flagging high-value leads for cross-sell opportunities within Salesforce. This automation enriches lead data to highlight those likely to respond positively to additional products or services, helping you prioritize and personalize sales follow-ups.

Lead Data Enriched

Triggers when lead data is enriched in Salesforce.

Flag High-Value Lead

Flags high-value leads for cross-sell opportunities.

See more Enrich by DryMerge to Salesforce integrations or use AI to customize your automation.

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Loved by people at 1000+ companies

How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Flag high-value cross-sell leads in Salesforce with enriched data

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Flag high-value cross-sell leads in Salesforce with enriched data"

Sure! Connecting

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Enrich Lead Information

Enriches with lead information

Enrich Company Information

Enriches company information using external data sources

Prospect People

Prospects for potential individuals based on given criteria

Prospect Companies

Prospects for potential companies based on given criteria

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

About Enrich by DryMerge

Enrich your leads with additional context and insights. Automate lead enrichment by pulling in data from various sources and sync the enriched data with your CRM.

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About Enrich by DryMerge

Enrich your leads with additional context and insights. Automate lead enrichment by pulling in data from various sources and sync the enriched data with your CRM.