Let’s be honest: most B2B sales teams spend more time wrangling tools than actually selling. If you’re tired of flipping between tabs, copy-pasting lead info, or chasing down status updates, this is for you. We’re going to dig into how connecting Getweflow with your other sales tools can actually cut busywork and help you close deals—not just look busy.
This isn’t about chasing some mythical “fully automated pipeline” (it doesn’t exist). It’s about wiring up your core tools in a way that actually saves you time, keeps your data straight, and lets your team focus on selling. Let’s get into the nuts and bolts.
1. Map Out Your Real Sales Workflow (Not The Idealized One)
Before you start connecting anything, sketch out how your sales process actually works. Not the version in the onboarding deck—what your team really does.
Why? Integrations only help if they match your real-life process. Otherwise, you’re just automating chaos.
How: - Write down each step, from lead capture to closed deal. - List the tools you use at each stage (email, CRM, calendar, LinkedIn, etc.). - Note where stuff falls through the cracks (missed follow-ups, lost notes, double entry).
Pro tip: Ask your reps what annoys them most about your current tools. That’s usually where integrations can help.
2. Figure Out Which Getweflow Integrations Actually Matter
Getweflow supports a bunch of integrations—some shiny, some genuinely useful. You don’t need them all.
Focus on integrations that: - Reduce manual data entry (think email/CRM sync, calendar connections) - Keep your sales pipeline up to date automatically - Stop leads from falling into a black hole
Most useful Getweflow integrations for B2B sales: - Email (Gmail/Outlook): Sync emails and contacts, log emails to CRM without copy-paste. - Calendar (Google/Outlook): Link meetings to sales opportunities, schedule without leaving your CRM. - Lead enrichment (Clearbit, Lusha, etc.): Pull company/contact data straight into your pipeline. - Slack/Microsoft Teams: Get deal updates or reminders in the channels you actually check. - Zapier/Make: Connect to just about anything else (think: automate lead assignment, trigger workflows, etc.).
What to skip? Flashy integrations that don’t fit your workflow—random webinar tools, project management apps you don’t use, or social media integrations that just clutter things up.
3. Connect Your Core Tools (Step by Step)
Let’s walk through hooking up the integrations that actually pay off. Don’t try to wire everything at once—start with the basics and build from there.
a) Sync Your Email
Why it matters: Sales conversations live in your inbox. Syncing email means no more copy-pasting messages into your CRM—or worse, losing context.
How to set it up: - In Getweflow, head to “Integrations” > “Email.” - Connect your Gmail or Outlook account. - Choose whether to log all emails or just those linked to deals (if privacy’s a concern).
What works: Automatic email logging, seeing deal history right in your email client.
What doesn’t: Over-logging everything (noise). Tune your sync settings so you’re not flooded with irrelevant emails.
b) Connect Your Calendar
Why it matters: Meetings should show up in your CRM, and you shouldn’t have to manually log them.
How to set it up: - Go to “Integrations” > “Calendar.” - Connect Google Calendar or Outlook. - Map calendar events to deals or contacts.
Pro tip: Use calendar sync to auto-create follow-up tasks after meetings—no more forgetting.
c) Plug In Lead Enrichment
Why it matters: Stale or incomplete lead data slows everyone down. Pulling fresh company/contact info saves time and helps you personalize outreach.
How to set it up: - Find “Lead Enrichment” integrations (Clearbit, Lusha, etc.). - Connect your account/APIs. - Set up triggers: auto-enrich on new lead, or manual “enrich” button for picky reps.
What works: Automatic data fill-in, less time googling prospects.
What doesn’t: Blindly trusting enrichment data. Double-check when something looks off.
d) Push Updates to Slack or Teams
Why it matters: Sales teams live in chat apps. Get the important stuff there—not buried in email.
How to set it up: - “Integrations” > “Slack” or “Teams.” - Choose what notifications you want: new deal, deal closed, deal stuck, etc. - Map to the right channels (sales updates don’t belong in #general).
What works: Actionable, relevant notifications.
What doesn’t: Spamming everyone with every little update. Less is more.
e) Build Custom Workflows with Zapier or Make
Why it matters: You’re not going to find a pre-built integration for everything. Zapier or Make (formerly Integromat) lets you fill the gaps.
How to set it up: - “Integrations” > “Zapier” or “Make.” - Choose a trigger (e.g., new deal created, deal stage changed). - Set actions (e.g., add to mailing list, create a task in Asana, ping a sales manager).
Pro tip: Start simple. Build one Zap at a time, and make sure it actually works before adding more complexity.
4. Automate (But Don’t Over-Automate)
Automation is great—until it turns into a mess of rules nobody understands. Focus on automations that: - Save you a noticeable amount of time - Reduce errors or missed steps - Actually get used by your team
Examples that work: - Auto-create a follow-up task after a meeting - Notify the team when a deal is at risk of stalling - Auto-enrich new leads, so reps start with more info
What to avoid: - Automations that send too many notifications (people will ignore them) - “Just in case” automations you set up and forget about - Anything that hides important context from the human in the loop
Pro tip: Review automations every few months. Kill what’s not working.
5. Train Your Team—And Get Their Feedback Fast
A slick integration setup is useless if your team hates it or doesn’t use it.
- Demo the key integrations in a real sales scenario.
- Make sure everyone knows where to find synced emails, meetings, deal notes, etc.
- Get feedback after a week. What’s annoying? What’s saving time? Adjust quickly.
If your workflow makes things harder, don’t be precious—change it.
6. Keep Your Data Clean (Or It All Falls Apart)
Integrations are only as good as your data. If your CRM’s full of duplicates or junk, automations will just make more of a mess.
- Set rules for data entry and stick to them (e.g., required fields, naming conventions)
- Use deduplication features—most CRMs and enrichment tools have them
- Schedule a quick monthly cleanup (it’s worth it)
Pro tip: Assign one person to own data hygiene. If it’s everyone’s job, it’s nobody’s job.
What Actually Moves The Needle
There are a million ways to wire up your sales stack, but only a few really move the needle:
- Sync email, calendar, and lead data—this saves real time
- Push only the most important deal updates to chat
- Automate repetitive grunt work, but keep humans in the loop
- Clean your data regularly
Don’t get distracted by shiny integrations you’ll never use. Start small, fix what’s broken, and iterate. If a connection isn’t helping, kill it. The goal is fewer tabs, less busywork, and more deals—nothing more, nothing less.