Data Capture
Automatically pull every new deal, call note, and marketplace entry into a single analytics-ready database.
- Sales Automation
- Sales Analysis
Sales Analysis
Sales Analysis automations in Zapier gather sales inputs from CRMs, calls, and marketplaces, standardize them, and funnel them into analytics tools without manual work. They automatically surface reasons for wins or losses and create digestible summaries for reps and leaders. As a result, teams gain faster, fuller visibility into pipeline performance and opportunities for improvement.
Insight Generation
Instantly highlight loss reasons and performance trends so you can react before revenue slips.
Report Automation
Schedule and send clear weekly performance summaries to stakeholders without lifting a finger.
Featured use cases
Automatically gather, organize, and summarize new sales data to deliver clear insights and key metrics without manual reporting.
+ moreAutomatically aggregate and organize sales data across channels for faster, error-free analysis.
+ moreAutomatically capture and forward lost sales opportunity data for real-time analysis and strategic follow-up.
+ moreAutomatically generate and share concise performance summaries for sales reps by aggregating real-time lead updates and metrics into regular reports.
+ moreSync new product insights into a centralized spreadsheet for streamlined tracking and analysis.
+ moreAutomatically record and analyze lost sales reasons by syncing CRM data with your analysis tool.
+ more