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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See PlansGro AI helps you find and reach B2B (business-to-business) buyers on LinkedIn without doing manual outreach. You get a 650M+ contact database, automated multichannel campaigns, and an AI-powered lead scoring system that tells you which prospects are most likely to buy. It's built for small sales teams who want more replies and fewer wasted hours.
Coda is a doc-meets-database-meets-app platform that lets you build custom workflows inside a familiar document interface. You can create interactive buttons, tables, and automations — like a button that sends a Slack message or updates a Jira ticket — turning static documents into working tools your team actually uses. Packs (integrations) connect Coda to Slack, Jira, Google Calendar, GitHub, Salesforce, and 600+ other tools. Templates give you pre-built solutions for OKR tracking, meeting notes, product roadmaps, and more. Coda AI helps generate formulas, summarize content, and draft text inside your docs. Free tier available for individuals and small teams.
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.
