Lead routing & booking
6 tools demoed performing this task — top clips for each.
Pipedrive
Close CRM
Instantly
Apollo
Smartlead
WaalaxyPipedrive
8:531:54Calendar Synchronization in PipedriveDemonstration of connecting a calendar to Pipedrive and configuring one-way or two-way synchronization for specific activity types like meetings and demos.@davame01- 1:10:442:52Setting Up the Pipedrive Meeting SchedulerHow to create a public availability link for prospects to book meetings directly into a sales rep's calendar, similar to Calendly.@davame01
2:241:43Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.@crm.central- Watch 8 Pipedrive demos →
Close CRM
28:291:25Sales Activity Reporting and DashboardsA walkthrough of the reporting interface to track completed activities, call volume, and sales performance metrics.@CloseDr
3:531:18Setting up team roles and permissions in CloseThe video demonstrates how to navigate settings to create groups, assign roles like 'Closers' or 'Setters', and manage team permissions.@CloseDr
7:554:21Updating Opportunities and Sales StagesShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.@katiebani
Instantly
27:573:25Managing replies and booking meetings in the UniboxShows the results of the campaign, navigating the Unibox to handle interested replies and confirming a booked meeting.@InstantlyAI
Apollo
19:041:18Setting up meeting scheduling in ApolloDemonstrates how to configure meeting links and availability within the Apollo platform.@phyluxexpress4
Smartlead
13:011:28AI lead categorization and Master InboxWalkthrough of how Smartlead uses AI to automatically categorize replies (e.g., 'Interested') and manage them in a centralized inbox.Romain Osman Lead Generation
Waalaxy
30:503:23Manage replies with Waalaxy InboxDemonstrates the centralized inbox feature to manage LinkedIn replies and tag prospects based on interest levels.Vincent Robin