- CRM Automation
- CRM Update
- CRM data sync
Update crm with changes from external systems or databases
Automatically syncing CRM records with changes from external systems or databases ensures your sales pipeline stays accurate and up to date without manual data entry. This automation detects new or modified records in one system and instantly reflects those updates in your CRM, reducing errors and eliminating duplicate work. The result is a single source of truth for client data, faster follow-ups, and more informed decision-making.
Filter by common apps:
Jira Software Cloud
Filter by Zapier
Microsoft Dynamics 365 CRM
monday.com
Delay by Zapier
HubSpot
Docusign
Zapier Tables
Notion
NetHunt CRM
Airtable
Salesforce
Bigin by Zoho CRM
Zoho CRM
PostgreSQL
- Update case in Microsoft Dynamics 365 CRM when Jira issue is updated
- Update HubSpot with changes from monday.com board, and create or update custom object
Update HubSpot with changes from monday.com board, and create or update custom object
- Update custom object in HubSpot when Docusign envelope status changes
Update custom object in HubSpot when Docusign envelope status changes
- Update database information in Notion from HubSpot contact changes
Update database information in Notion from HubSpot contact changes
- Update CRM record with new information from Zapier Tables
Update CRM record with new information from Zapier Tables
- Update Salesforce records when Airtable records change
Update Salesforce records when Airtable records change
- Update Zoho CRM records based on Bigin pipeline changes, and sync relevant information
Update Zoho CRM records based on Bigin pipeline changes, and sync relevant information
- Update Jira issue with latest details from Zoho CRM when a request is modified
Update Jira issue with latest details from Zoho CRM when a request is modified
- Update HubSpot contact lifecycle stage from PostgreSQL changes
Update HubSpot contact lifecycle stage from PostgreSQL changes