Draft Contracts
Have AI populate contract templates with deal specifics and legal clauses instantly.
Deal Automation
AI Deal Closure automations use generative AI to draft personalized contracts, finalize pricing emails, and negotiate terms, while Zapier orchestrates approvals and sends documents. Closing cycles shrink and reps close more deals with less admin work.
Personalized Emails
Generate tailored closing emails and send them through your preferred communication channel.
Approval Flow
Route AI-generated documents to finance and legal for sign-off automatically before sending to clients.
Deal Automation themes
Deal Stage Tracking
Deal Stage Tracking automates the capture, update, and synchronization of every opportunity’s stage as it moves through your pipeline. Zapier instantly pushes these changes to CRMs, spreadsheets, and notification channels so no transition is missed. This ensures accurate reporting, faster follow-ups, and unified visibility for sales and ops teams.
Deal Management
Deal Management automations let you automatically create, update, and advance deals inside your CRM without manual data entry. Zapier watches for key triggers, enriches or structures deal data, and moves opportunities to the correct stage. This keeps pipelines accurate in real time and ensures reps focus on closing, not clicking.
Deal Closure
Automatically broadcast closed-won deals to the right channels the moment they happen. Zapier captures CRM closure data and sends rich notifications with deal value, owner, and next steps to your team’s chat or email. This keeps everyone aligned, accelerates post-sale handoffs, and celebrates wins without manual status updates.
AI Deal Stage Tracking
AI Deal Stage Tracking automates how your CRM monitors and reacts to changes in pipeline stages. Zapier uses AI to instantly identify stage transitions, push alerts, and enrich related records without manual effort. This keeps sales teams informed, speeds follow-up, and maintains clean, up-to-date data.
AI Deal Management
AI-powered Deal Management automates how you capture, clean, and move sales deal data across your CRM. Zapier uses AI to pull insights from unstructured notes, fill in missing fields, and advance deal stages without manual entry. The result is faster pipeline updates, cleaner records, and more time for selling.
AI Deal Closure
Automatically broadcast closed deals to the right channels as soon as they happen. Zapier links your CRM’s deal-won trigger with messaging or project apps, enriching notifications with AI-generated summaries so everyone stays informed. This automation eliminates manual updates, accelerates post-sale handoffs, and keeps momentum high across teams.
