- CRM Automation
- CRM Data Management
- Automated Lead Sync
Create or update leads in a crm system from incoming data
Automate the capture and synchronization of incoming prospect data into your CRM to eliminate manual entry and ensure real-time accuracy. This use case centralizes lead information from various sources—spreadsheets, webhooks, and other tools—into a single system for instant availability. By keeping contact records up to date and organized, teams can accelerate follow-up, improve lead conversion, and maintain data consistency across channels.
Filter by common apps:
Salesforce
Formatter by Zapier
Google BigQuery
Microsoft Excel
Wise Agent CRM
Notion
Airtable
Close
Klaviyo
Zoho CRM
Webhooks by Zapier
Bitrix24 CRM
Attio
Sub-Zap by Zapier
- Transfer new lead data from Salesforce to Google BigQuery for analysis
- Update lead information in Salesforce from Microsoft Excel changes
Update lead information in Salesforce from Microsoft Excel changes
- Create and organize new lead information in Notion from Wise Agent CRM
Create and organize new lead information in Notion from Wise Agent CRM
- Update lead information in Close from new or updated records in Airtable
Update lead information in Close from new or updated records in Airtable
- Create and update leads in Close from new Airtable records, and update Airtable records
Create and update leads in Close from new Airtable records, and update Airtable records
- Create or update lead entries in Zoho CRM from new profiles in Klaviyo
Create or update lead entries in Zoho CRM from new profiles in Klaviyo
- Create or update lead in Bitrix24 CRM from webhook data, and format text information
Create or update lead in Bitrix24 CRM from webhook data, and format text information
- Create or update records in Attio from new Airtable leads, and update list entries by parent record
Create or update records in Attio from new Airtable leads, and update list entries by parent record
- Create and update customer record in Notion from Sub-Zap trigger
Create and update customer record in Notion from Sub-Zap trigger