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  1. Sales Automation
  2. Sales Management
  3. Automate Deal Creation

Create and manage deals in a sales management system based on new projects or estimates

This automation category streamlines the creation and management of sales deals by triggering new records whenever projects, estimates, or appointments are generated. It keeps your CRM in sync with external tools, ensuring deal stages, values, and client details are always up to date without manual intervention. By automating these workflows, teams save time, reduce errors, and never miss an opportunity to engage prospects promptly.

Filter by common apps:

  • Webhooks by Zapier
  • Airtable
  • Pipedrive
  • Pennylane
  • Notion
  • Livespace
  • HubSpot
  • Salesforce
  • Calendly
  • Filter by Zapier
  • Slack
  • Wrike
  • SharpSpring
  • Perfect Venue