- 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:
Google Forms
Formatter by Zapier
Pipedrive
Perspective
Google Sheets
LeadConnector
Ontraport
monday.com
Salesforce
Google BigQuery
Microsoft Excel
Wise Agent CRM
Notion
Airtable
Close
Klaviyo
Zoho CRM
- Capture new form responses, process data, and create contacts and deals in Pipedrive
- Capture new leads from Perspective, add to Google Sheets, and update contacts in LeadConnector
Capture new leads from Perspective, add to Google Sheets, and update contacts in LeadConnector
- Create new item in monday.com when a new contact is added in Ontraport
Create new item in monday.com when a new contact is added in Ontraport
- Transfer new lead data from Salesforce to Google BigQuery for analysis
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