Qwilr: Automations

Описание: Supercharge Sales with Qwilr Automations for HubSpot & Salesforce ⚡

Manual work can kill your team’s momentum — and lead to costly errors. Whether it’s chasing CRM updates, handling post-close admin, or following up with prospects, it all adds up.

That’s why we’re so excited to bring you Qwilr Automations for both HubSpot and Salesforce!

Automations help your team move faster, reduce errors, and stay focused on what really matters: closing deals.

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🔗 HubSpot + Qwilr: A Seamless Sales Flow

With HubSpot Automations, you can:

✅ Sync CRM Stages Instantly
Automatically update pipeline stages based on Qwilr page status—no manual intervention needed when deals are won or lost.

✅ Trigger Personalized Messages
Use deal details (like names, emails, or custom responses) to automatically generate invoices or send follow-up messages.

✅ Launch Workflows from Page Activity
Trigger HubSpot workflows when a Qwilr proposal is viewed, accepted, or expires—like setting follow-up tasks or alerting your sales team.

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🧩 Salesforce + Qwilr: More Power, Less Admin

And for Salesforce? Here are just a few powerful ideas:

✅ Auto-Sync Line Items
Automatically sync Qwilr-accepted packages into your Opportunity line items—no more chasing reps to update fields manually.

✅ Send Expiry Reminders
Use Salesforce Flows to trigger reminder emails before a proposal expires—based on Qwilr’s proposal date.

✅ Segment Emails by Payment Status
Trigger different welcome journeys based on payment status in Qwilr (paid, partially paid, or unpaid)—ensuring the right message, every time.

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🌟 Focus on Closing, Not Admin

You’ll be amazed at how much time you’ll save—and how much better your results are—when your team is free from repetitive manual work.

The examples above are just the beginning. There’s so much more you can do with Qwilr Automations, and we can’t wait to see how you put them to use.

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👉 Get started at Qwilr.com
📚 Learn more in our HubSpot and Salesforce help docs


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