Pipeline Accuracy
Keep every deal record current by auto-updating fields and stages the moment changes occur.
- Deal Automation
- Deal Management
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.
Effortless Creation
Generate new deals instantly from forms, emails, or chat messages that meet your chosen criteria.
Data Structuring
Convert messy descriptions into clean, structured CRM data ready for reporting.
Featured use cases
Automatically keep deal records synchronized and up to date across platforms based on custom triggers and criteria.
+ moreAutomatically convert conversational inputs into structured CRM deals and keep records current with status-based attachments.
+ moreAutomatically create, update, and notify teams about new deals based on defined triggers to keep your sales pipeline accurate and timely.
+ moreAutomatically create and update deals based on triggers to keep your pipeline accurate and eliminate manual data entry.
+ more