- 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
Notion
Livespace
HubSpot
Salesforce
Calendly
Filter by Zapier
Slack
Wrike
SharpSpring
Perfect Venue
- Stay in Sync: Automatically Update Your Pipedrive Deal Stage When Project Status Changes in Airtable
- Stay in Sync: Automatically Update Your Pipedrive Deal Stage When a New Record is Created in Airtable
Stay in Sync: Automatically Update Your Pipedrive Deal Stage When a New Record is Created in Airtable
- Stay Ahead of Sales: Automatically Create New Deals in Pipedrive from New Estimates in Pennylane
Stay Ahead of Sales: Automatically Create New Deals in Pipedrive from New Estimates in Pennylane
- Stay Informed: Automatically Sync Deal Updates from Pipedrive to Notion for Seamless Project Management
Stay Informed: Automatically Sync Deal Updates from Pipedrive to Notion for Seamless Project Management
- Stay Organized: Automatically Create a New Deal in Livespace When a Key Event Happens in Your Project Management Tool
Stay Organized: Automatically Create a New Deal in Livespace When a Key Event Happens in Your Project Management Tool
- Stay in Sync: Automatically Update or Create Deals in Salesforce When Stages Change in HubSpot
Stay in Sync: Automatically Update or Create Deals in Salesforce When Stages Change in HubSpot
- Get notified and create a new deal in Pipedrive when a Calendly invitee schedules an appointment
Get notified and create a new deal in Pipedrive when a Calendly invitee schedules an appointment
- Stay Ahead: Automatically Track New Opportunities in SharpSpring from Wrike Tasks
Stay Ahead: Automatically Track New Opportunities in SharpSpring from Wrike Tasks
- Get a New Deal Created in HubSpot Whenever You Add a Contact in Perfect Venue
Get a New Deal Created in HubSpot Whenever You Add a Contact in Perfect Venue