- CRM Automation
- CRM Integration
- CRM Deal Automation
Update crm deal information based on deal stage
Automating CRM deal updates ensures your sales pipeline stays accurate and up to date without manual intervention. Whenever a deal stage changes or a new lead converts, relevant deal records are created or updated instantly across your CRM systems. This streamlined process reduces errors, accelerates follow-ups, and gives your team real-time visibility into sales progress.
Filter by common apps:
HoneyBook
Zoho CRM
Webhooks by Zapier
Twilio
GovTribe
Holded
HubSpot
Bigin by Zoho CRM
Stripe
Pipedrive
Delay by Zapier
Bloomerang
Calendly
umsatz.io
- Create new deal in Zoho CRM from new payment in HoneyBook
- Capture inquiries from web form, create new deal in Zoho CRM, and send SMS notification via Twilio
Capture inquiries from web form, create new deal in Zoho CRM, and send SMS notification via Twilio
- Create or update deal entries in Zoho CRM from new or updated pursuits in GovTribe
Create or update deal entries in Zoho CRM from new or updated pursuits in GovTribe
- Create a new deal in HubSpot when a new deal is initiated in Holded
Create a new deal in HubSpot when a new deal is initiated in Holded
- Update deal information in HubSpot, send data to external system, and reflect changes back in HubSpot
Update deal information in HubSpot, send data to external system, and reflect changes back in HubSpot
- Transfer new companies from Bigin by Zoho CRM to HubSpot, and create payment in Stripe
Transfer new companies from Bigin by Zoho CRM to HubSpot, and create payment in Stripe
- Sync new deals from Zoho CRM to Pipedrive, find organization, and create deal
Sync new deals from Zoho CRM to Pipedrive, find organization, and create deal
- Create deal in HubSpot, update contact, and associate donor from Bloomerang transaction
Create deal in HubSpot, update contact, and associate donor from Bloomerang transaction
- Update deal phase in umsatz.io when new event is scheduled in Calendly
Update deal phase in umsatz.io when new event is scheduled in Calendly