Momentum’s Contact Automation is designed to streamline your sales and customer success workflows by automatically adding contacts to Salesforce after every call. This feature ensures no participant is missed, significantly boosting your multi-threading and lead recycling efforts with minimal overhead.

​
Key Features

​
Effortless Contact Capture

Momentum automatically captures every participant from your calls and syncs them as leads or contacts in Salesforce. Take advantage of additional attendees being brought into your calls and make sure you know who to follow up with.

​
Integration with Key Tools

Momentum integrates seamlessly with tools such as Slack, Salesforce, and Gong, directly embedding your daily workflow. This integration is designed to enhance your team’s efficiency and productivity significantly.

​
Flexible Sync Options

Based on your Salesforce object preferences, sync attendees from calls as contacts or leads. You can choose to sync manually or automatically to match your desired processes, ensuring complete control over how contact data flows into your organization.

​
Enhanced Contact Capture Speed

Momentum helps your reps capture contacts and leads up to 10x faster. Even if attendees are added to the Google Calendar but miss the meeting, Momentum ensures they are not missed. This automated workflow saves your reps from manually switching to Salesforce to add contacts.

​
Customizable Contact Data Flow

Control how you want to set up your contact automation. You can choose to ping your reps in Slack when a contact has been added or allow them to manually fill in relevant contact details before saving.

​
Primary Use Cases

  • Monitoring Calls: Automatically create contacts in your CRM from team calls.
  • Multi-threading Deals: Capture all deal stakeholders to ensure comprehensive deal management.
  • Recovering Lost Deals: Follow up with contacts on deals that were lost to recover established relationships.
  • Capturing Context: Gather context about individual people to better address their needs and preferences.
  • Enriching Contacts: Utilize verbally shared information during calls to enrich your contacts with essential details to influence buyers better.

​
Getting Started

Follow these steps to create a new contact automation workflow:

​
Step 1: Create a New Contact Automation Workflow

  • Enter a name for your new contact automation workflow at the top of the page.

​
Step 2: Select Type of Contact and Condition

  • Choose between different contact types: Account, Opportunity Contact Role, or Lead.
  • Select how to add new contacts (e.g., Automatic Sync).
  • Optionally, toggle “Create Lead when no associated account is found” if desired.
  • Set conditions to filter calls. Click “Select A Field” to choose a condition field. This allows you to create contacts only for calls that meet certain conditions, such as Opportunities that are past qualification or at more than $15k ARR.

​
Step 3: Specify Where the Automation Should Be Sent

  • When new Contacts are created, Momentum can deliver a message in Slack announcing the change. Choose “Slack Notification” as the delivery method.
  • Select the Slack channel where the notification should be sent from the dropdown menu.
  • Optionally, check the box to “Pin this message” in the Slack channel.

​
Step 4: Complete the Workflow Setup

  • Review all settings to ensure they meet your requirements.
  • Click the “Create” button at the bottom right to save and activate the contact automation workflow.

​
Testimonials

“Momentum has genuinely streamlined the way we tackle sales and customer success. It’s like having an extra set of hands on deck, especially with its integration of key tools such as Slack, Salesforce, and Gong, right into our daily workflow.”

— Basile Senesi, CRO @ Arc

​
Conclusion

With Momentum’s Contact Automation, you can turn contact creation on autopilot and never miss a record. The platform’s flexible integration and customizable workflows ensure that your sales and customer success teams operate at peak efficiency, capturing every opportunity as it arises. Get started today and experience the difference.

Scheduled ReportsExecutive Briefs