- Deal Automation
- Deal Management
- Automate new deals
Manage new deals based on specific criteria
This automation category streamlines the process of creating, updating, and notifying teams about new deals across CRM systems without manual intervention. By using event triggers, it ensures that whenever a new deal meets specific criteria—such as reaching a key stage or matching user details—it’s automatically recorded and linked to relevant records. This reduces data entry errors, accelerates response times, and keeps sales pipelines accurate and up-to-date.
Filter by common apps:
Zoom
Pipedrive
HubSpot
umsatz.io
Google Forms
Slack
Formatter by Zapier
Google Drive
MeisterTask
Wix
Filter by Zapier
- Create new deal in Pipedrive for new Zoom meeting registrant, and find or create contact
- Create new deal in HubSpot when a new deal is initiated in HubSpot
Create new deal in HubSpot when a new deal is initiated in HubSpot
- Create a new deal in umsatz.io when a new deal is initiated
Create a new deal in umsatz.io when a new deal is initiated
- Create new deal in Pipedrive and notify team in Slack when form response is submitted
Create new deal in Pipedrive and notify team in Slack when form response is submitted
- Create folder for new HubSpot deal, format financial info, and notify team on Slack
Create folder for new HubSpot deal, format financial info, and notify team on Slack
- Create a new deal in umsatz.io from completed MeisterTask task and retrieve contact information
Create a new deal in umsatz.io from completed MeisterTask task and retrieve contact information
- Create deal for new HubSpot contact, find contact, and create associations
Create deal for new HubSpot contact, find contact, and create associations
- Create a new deal in Pipedrive when a client checks in on Wix
Create a new deal in Pipedrive when a client checks in on Wix
- Create and manage deals in Pipedrive, notify team members, and add followers
Create and manage deals in Pipedrive, notify team members, and add followers
