Overloop

overloop.com
Analytics Marketing tools CRM Business management

Overloop is a CRM pipeline automation platform designed to keep customer data and deal movement synchronized as work progresses. It supports real-time creation and updates across organizations, contacts, and deals, along with pipeline stage changes and outcome tracking. With features like campaigns, lists, enrollments, and workflow-driven updates, Overloop helps teams reduce manual CRM maintenance while maintaining a reliable source of truth for pipeline reporting and follow-ups.

When connected to Overloop, BOBs gain continuous awareness of what’s changing across your pipeline and act immediately—so your CRM stays up to date without constant manual entry. BOBs can create or update organizations, contacts, and deals, then move deals through stages as the business progresses.

This enables end-to-end operational use cases like keeping lead and opportunity data clean, automatically enrolling people into the right campaigns, and maintaining accurate pipeline reporting with won/lost status outcomes. With pipeline event awareness, BOBs can also trigger downstream actions in your other tools (for example, notifying sales, updating reporting, or starting follow-up workflows) whenever Overloop records new deals, stage changes, or campaign events.

What can BOBs do with Overloop?

Perform actions

  • Add Contact to Campaign
  • Create Contact
  • Create Deal
  • Create Organization
  • Enroll Contact
  • Enroll Deal
  • Enroll Organization
  • Exclude Contact
  • Get Contact
  • Get Deal
  • Get Organization
  • List Contact ID Options
  • List Deal ID Options
  • List List Names Options
  • List Organization ID Options
  • List Stage ID Options
  • List User ID Options
  • Mark Deal as Lost
  • Mark Deal as Won
  • Move Deal
  • Update Contact
  • Update Deal
  • Update Organization

Listen to real-time events

  • New Campaign Created
  • New Contact Created
  • New Contact Replied
  • New Deal Created
  • New Deal Lost
  • New Deal Won
  • New Exclusion List Item Created
  • New List Created
  • New Organization Created
  • New Pipeline Created
  • New Stage Created
  • New User Created
  • New Workflow Created