IvyFlow
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CRM Automation
for Lead Tracking, Follow-Up, and Sales Workflows

IvyFlow keeps your pipeline moving by creating and updating lead records automatically. Lead source, score, status, and next action stay in sync in real time — without anyone retyping them.

What This Takes Off Your Plate

The manual work this replaces, and what it costs you while it is still manual.

Manual Data Entry

Records typed by hand are records typed wrong eventually. IvyFlow writes them from the conversation itself.

Poor Visibility

When follow-up state lives in someone’s head, deals stall silently. IvyFlow keeps every deal’s stage visible to the whole team.

What's Included

Every IvyFlow plan includes these — there is no add-on tier for the basics.

Automatic Lead Record Creation

Real-Time Status & Score Syncing

Multi-App Integration (WhatsApp, Forms, Spreadsheets)

Pipeline Visibility & Analytics

How It Works

Three steps you configure once, then IvyFlow repeats on every enquiry.

1

Connect

Link your CRM to the sources leads actually come from — WhatsApp, forms, spreadsheets, or your own dashboards.

2

Map Fields

Decide how lead source, score, status, and next action map across platforms. IvyFlow keeps that mapping applied on every write.

3

Run

Records are created and updated as conversations happen, with no manual step in between.

Common Use Cases

Connect your CRM to WhatsApp and forms
Keep lead source and status in sync
Assign tasks and next actions automatically

Connects To Your Stack

IvyFlow talks to the tools you already run, so data does not stop at the inbox.

HubSpotSalesforcePipedriveGoHighLevelZapier

Frequently Asked Questions

Will this overwrite my existing data?

No. You set the mapping rules, and IvyFlow enriches records rather than replacing them. Historical data is not deleted.

Which CRMs are supported?

The major ones — HubSpot, Salesforce, Pipedrive, and GoHighLevel — plus anything reachable through Zapier or a webhook.

Can this connect to my own internal dashboard?

Yes. IvyFlow can sync to a proprietary internal system over webhooks alongside your CRM.

Ready to stop chasing enquiries by hand?

Set up your first flow today and let IvyFlow handle the capture, qualification, and follow-up.