- CRM Automation
- CRM Data Management
- Automate CRM Updates
Update crm records based on new data submissions
Automatically updating CRM records when new data arrives ensures that customer information is always accurate and up-to-date without manual effort. By triggering record creation or modification based on form submissions or spreadsheet changes, teams eliminate data entry errors and free up time for higher-value tasks. This seamless process keeps sales, support, and marketing aligned on the latest customer details.
Filter by common apps:
Salesforce
Formatter by Zapier
Airtable
GoCardless
HubSpot
Notion
Google Forms
NetHunt CRM
Google Sheets
Filter by Zapier
Smartsheet
Zapier Tables
- Create or update Airtable record from new Salesforce account, and format relevant information
- Create new Airtable record for confirmed GoCardless payment with customer details
Create new Airtable record for confirmed GoCardless payment with customer details
- Update HubSpot custom object when Airtable record is created or modified
Update HubSpot custom object when Airtable record is created or modified
- Create notes in Notion, and update records in Airtable when changes occur
Create notes in Notion, and update records in Airtable when changes occur
- Update client records in NetHunt CRM from new Google Forms responses
Update client records in NetHunt CRM from new Google Forms responses
- Update opportunity records in Salesforce from new Google Sheets entries, and ensure accurate tracking of commissions
Update opportunity records in Salesforce from new Google Sheets entries, and ensure accurate tracking of commissions
- Transfer new Salesforce records to Smartsheet for relevant business entries
Transfer new Salesforce records to Smartsheet for relevant business entries
- Create and update Salesforce records from new or modified Zapier Tables entries
Create and update Salesforce records from new or modified Zapier Tables entries
- Transfer new company data from HubSpot to Google Sheets for tracking
Transfer new company data from HubSpot to Google Sheets for tracking