Automatic Notifications and CRM Integrations

Start Processing the Best Accounts Immediately as You Qualify Them. Tell Your Sales Reps About New Leads and Push Them to Your CRM Automatically

In sales, timing is everything.

If you wait too long to process a good lead, you might lose them forever. Leave their data outdated in the CRM and no one will process the new opportunity for days. And that’s going to have the same effect on your close rate as if you’ve never contacted that person at all.

But that’s not going to happen to you. Not when you’re using Refiner, anyway.

Refiner offers a whole range of notification options, so you and the sales team know about new opportunities right away, and have the most up to date data to reach out and engage them further.

A visual representation of a daily lead scoring digest email.

Get daily digest emails with new leads to qualify

Refiner will notify you of new leads to qualify via email. In the message, you will find most of the lead data and a link to confirm or dismiss each opportunity. You don’t even have to log into the app to process leads.

A new Slack notification of a new sales opportunity.

Get new opportunity notifications via Slack

Refiner can also send you a list of new leads to process to Slack if you prefer it. You’ll get a notification in the channel of your choice (i.e., #sales,) along with buttons to confirm or dismiss the opportunity.

An image of Refiner’s CRM integrations.

Notify your team via email, SMS or Slack

Once you’ve confirmed a lead, you want to act quickly. So, send a notification to your reps via email, SMS or Slack so they could process it right away.

Push the lead data to your CRM

Finally, Refiner will also push all leads you’ve confirmed to the CRM so your team will have the access to all relevant data about those people.