Built for teams selling across many channels, this pipeline pulls leads from email, social, phone, web forms, and events into a single board, so you can see every touch a buyer made and which channels actually close.
What's Included
- Unified stages: New Lead, Engaged, Qualified, Opportunity, and Closed-Won across all channels.
- Source fields: Lead channel, touch sequence, first-touch date, and attribution per card.
- AI scoring agent: An agent ranks multi-channel leads by engagement and predicts close odds.
- 100+ integrations: Capture leads from every channel into one pipeline automatically.
How To Use
- Clone the omnichannel pipeline into Taskade.
- Connect your lead sources via integrations.
- Tag each lead with its originating channel.
- Let the AI agent prioritize the warmest cross-channel leads.
Automate multi-channel capture with an automation, or browse more sales pipeline templates for blended teams.