- Sales Automation
- Sales Management
- 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
Livespace
HubSpot
Salesforce
Wrike
SharpSpring
Perfect Venue
Klenty
e-manage|ONE
Ragic
- Update deal stage in Pipedrive when status changes in project management tool
- Create new deal in Pipedrive for each new estimate in Pennylane
Create new deal in Pipedrive for each new estimate in Pennylane
- Create a new deal in Livespace from a project management event in Webhooks by Zapier
Create a new deal in Livespace from a project management event in Webhooks by Zapier
- Update or create deal in Salesforce from HubSpot when deal stage changes
Update or create deal in Salesforce from HubSpot when deal stage changes
- Create or update an opportunity in SharpSpring from new tasks in Wrike
Create or update an opportunity in SharpSpring from new tasks in Wrike
- Create a deal in HubSpot when a new contact is added in Perfect Venue
Create a deal in HubSpot when a new contact is added in Perfect Venue
- Create or update deal in Pipedrive when prospect opens email in Klenty
Create or update deal in Pipedrive when prospect opens email in Klenty
- Create a deal in HubSpot when a new project is initiated in e-manage|ONE
Create a deal in HubSpot when a new project is initiated in e-manage|ONE
- Create a new deal in HubSpot when a new record is added in Ragic
Create a new deal in HubSpot when a new record is added in Ragic