Save 3 hours/week on pipeline reporting and spot stalled deals 3x faster with a live tracker.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
Every new lead that enters a Gro AI campaign gets logged as a row in your Coda (an all-in-one doc and database tool) pipeline tracker with their stage, score, and last activity date. Your team sees the full pipeline in one place without switching between tools. You can filter by score, industry, or campaign in seconds.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build a Coda table with columns for lead name, company, campaign, score, stage, and last activity
Step 2: Connect Gro AI to Make and set the trigger to fire on new leads and status changes
Step 3: Map Gro AI fields to your Coda table columns using Make
Step 4: Add a second trigger for status updates so the Coda row updates when a lead replies or converts
Step 5: Build a Coda view filtered by score to show your top 20 leads at a glance
Step 6: Share the Coda doc with your sales team and set it as the default pipeline view
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Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.