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Sales Development

Automate Sales Development workflows by having Zapier update SDR goals and reporting spreadsheets the moment a deal matches predefined criteria. This removes manual data entry and ensures your team always works from the latest numbers. Accurate, up-to-date insights let SDRs focus on outreach instead of spreadsheets.
Sales Development

Instant Updates

Sync deal data to your spreadsheet immediately to keep metrics current without refreshing reports manually.

Data Accuracy

Eliminate copy-paste errors by letting Zapier transfer values directly from your CRM to your goal sheets.

Time Savings

Free SDRs from repetitive reporting tasks so they can dedicate more hours to prospecting and closing.

Featured use cases

Automatically log qualifying sales deals to a spreadsheet for up-to-date SDR goal tracking.

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