Instant Leads
Auto-capture new leads from forms or ads and push them straight into your CRM for immediate follow-up.
- Sales Automation
- Sales Funnel
Sales Funnel
Sales funnel automations in Zapier seamlessly capture leads, convert them into opportunities, and process completed purchases without manual effort. These workflows sync contact data, create orders, and alert your team the moment key events occur. You gain faster response times, error-free records, and a consistently up-to-date pipeline.
Order Processing
Generate invoices, create orders, and update customer records the second a purchase happens.
Real-time Alerts
Notify the right sales reps of hot leads or successful purchases so no opportunity slips through the cracks.
Featured use cases
Automatically trigger essential follow-up actions and updates across your systems immediately after a purchase, ensuring seamless customer onboarding and data consistency.
+ moreAutomatically create and process orders in real time to reduce errors and accelerate fulfillment.
+ moreAutomatically notify your sales team of key leads or purchases in real time, ensuring faster follow-ups and improved conversion rates.
+ moreAutomatically sync and update customer contacts across platforms after each purchase to keep data accurate and teams aligned.
+ moreAutomatically log every purchase event and customer detail for real-time tracking and analysis without manual work.
+ moreAutomatically turn new funnel leads into CRM deals, projects, or contacts to streamline sales follow-up and list building.
+ more