- Sales Automation
- Sales Automation Other
- Auto-sync customers & deals
Create and update customer records and sales deals based on specific triggers or submissions
Automate the creation and updating of customer records and sales deals by capturing data from forms, payments, webhooks, and other triggers. This ensures that your CRM is always up to date without manual data entry, reducing errors and saving time. With these workflows, you can seamlessly track new opportunities, log interactions, and maintain a centralized sales pipeline.
Filter by common apps:
Google Calendar
Pipedrive
Urable
LeadConnector
WooCommerce
Zoho Books
Filter by Zapier
Shopify
HubSpot
Close
Customer.io
Housecall Pro
Sortlist
- Create deal in Pipedrive when new demo event is scheduled in Google Calendar
- Create or update sales opportunity in LeadConnector when job is marked as paid in Urable
Create or update sales opportunity in LeadConnector when job is marked as paid in Urable
- Create customer and generate sales invoice in Zoho Books from new WooCommerce order
Create customer and generate sales invoice in Zoho Books from new WooCommerce order
- Update deal information in Pipedrive when a new deal is created, and find organizations, and update deal
Update deal information in Pipedrive when a new deal is created, and find organizations, and update deal
- Create sales deal in HubSpot from new draft order in Shopify, find or create contact, and link them
Create sales deal in HubSpot from new draft order in Shopify, find or create contact, and link them
- Create or update sales opportunity in LeadConnector from new job in Urable
Create or update sales opportunity in LeadConnector from new job in Urable
- Create or update customer records in Customer.io from new contacts in Close
Create or update customer records in Customer.io from new contacts in Close
- Create or update sales opportunity in LeadConnector when job is completed in Housecall Pro
Create or update sales opportunity in LeadConnector when job is completed in Housecall Pro
- Create a sales deal in HubSpot when a new opportunity is applied in Sortlist
Create a sales deal in HubSpot when a new opportunity is applied in Sortlist
