- CRM Automation
- CRM Data Management
- Automate CRM data capture
Capture and organize customer information from web requests into a crm system
Automate the seamless capture and organization of incoming customer requests from web forms, emails, or APIs into your CRM system. This setup reduces manual data entry, ensures accurate record-keeping, and keeps sales teams focused on high-value interactions. By automatically parsing, formatting, and updating customer records, businesses eliminate errors and accelerate lead follow-up.
Filter by common apps:
Webhooks by Zapier
Filter by Zapier
Code by Zapier
Upnify
Typeform
ActiveCampaign
Airtable
Dealership Drive
HubSpot
LiveChat
Formatter by Zapier
Salesforce
Kommo
Google Sheets
Cliengo
Parseur
Schedule by Zapier
Gmail
Files By Zapier
- Capture data from webhooks, validate it, process with code, and create a new prospect in Upnify
- Capture new customer info from Typeform, create or update contact in ActiveCampaign, and update record in Airtable
Capture new customer info from Typeform, create or update contact in ActiveCampaign, and update record in Airtable
- Create product in HubSpot when new listing is added in Dealership Drive
Create product in HubSpot when new listing is added in Dealership Drive
- Create and update customer records in Salesforce from LiveChat interactions
Create and update customer records in Salesforce from LiveChat interactions
- Capture web requests, transform data, and create new lead in Kommo
Capture web requests, transform data, and create new lead in Kommo
- Capture lead information from web requests, format data, store in Google Sheets, and create customer in Cliengo
Capture lead information from web requests, format data, store in Google Sheets, and create customer in Cliengo
- Capture incoming data from webhook and update contact in HubSpot
Capture incoming data from webhook and update contact in HubSpot
- Create and update contacts, and create deals in HubSpot from parsed intake form data
Create and update contacts, and create deals in HubSpot from parsed intake form data
- Process company health metrics in CRM from monthly Gmail reports, and update with CSV data
Process company health metrics in CRM from monthly Gmail reports, and update with CSV data
