Time Savings
Eliminate repetitive data entry by auto-updating customer records, creating deals, and logging notes instantly.
- Sales Automation
- Sales Management
Sales Management
Automate your sales management on Zapier by auto-capturing leads, enriching records, and triggering enrollment or deal creation the moment data arrives. Consolidate form submissions, meeting notes, and project details into a single source of truth without manual data entry. Gain faster onboarding, clearer pipeline visibility, and more time to close deals.
Data Accuracy
Maintain clean, consistent customer information by syncing forms, projects, and meetings to one CRM record.
Faster Onboarding
Quickly enroll customers in courses and set up organizations so you can start nurturing relationships sooner.
Featured use cases
Automatically generate deal records and weekly summaries of completed sales activities to keep your team organized and informed.
+ moreAutomatically create and update sales records in your CRM from various triggers to accelerate customer onboarding and maintain an organized pipeline.
+ moreAutomatically update customer data and enroll new buyers in courses to ensure seamless onboarding and timely training delivery.
+ moreAutomate the creation and updating of sales deals by syncing new projects, estimates, or appointments with your CRM in real time.
+ moreAutomatically convert form submissions into organized sales leads, contacts, and deals for faster follow-up and reduced manual effort.
+ more