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  1. Deal Automation
  2. AI Deal Management

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 Management

Instant Updates

Auto-populate deal stages and fields the moment new information arrives.

Data Clarity

Convert messy, free-form deal notes into consistent, structured CRM data.

Seller Focus

Eliminate repetitive admin work so you can concentrate on closing deals.

Featured use cases

Leverage AI to auto-update deal details, log stage changes, and generate personalized plans and reports, boosting efficiency and insight in your sales pipeline.

+ more

Use AI to turn unstructured deal notes into structured CRM entries for accurate, efficient updates.

+ more

Bring your workflow ideas to life. Build your first automation in minutes.

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