Instant Deals
Auto-create and associate deals as soon as contacts fill forms, book demos, or hit qualification criteria.
- Sales Automation
- Pre-Sales Process
Pre-Sales Process
Pre-Sales automations in Zapier connect your forms, calendars, CRMs, and e-signature tools to create and update deals the moment prospects engage. Tasks like opportunity creation, task assignment, and access provisioning run automatically, ensuring every qualified lead is followed up instantly. As a result, sales teams spend more time selling and less time on manual data entry or coordination.
Seamless Handoffs
Trigger tasks for billing, scheduling, and signatures so teammates act at the right stage without chasing updates.
Error Elimination
Sync data across CRM, calendars, and spreadsheets to remove duplicate entry and missed opportunities.
Featured use cases
Trigger signature requests for pre-sale agreements as soon as new leads are created, eliminating manual follow-up and speeding up deal closure.
+ moreAutomatically provide immediate access to offers and send real-time notifications to customers and teams upon new sales events.
+ moreAutomatically turn prequalification form submissions into scheduled seller calls, saving time and ensuring timely follow-up.
+ moreAutomatically create billing preparation tasks at key deal stages to accelerate invoicing and ensure accuracy without manual oversight.
+ moreAutomatically create and manage sales opportunities when new appointments are scheduled, keeping your pipeline updated and organized.
+ moreAutomatically log new meetings or demos as sales deals to capture every opportunity and keep your pipeline up-to-date.
+ more