- CRM Automation
- CRM Update
- Real-Time Deal Updates
Update crm with deal status based on application or payment changes
This automation automatically updates CRM deal statuses in real time based on changes from external sources such as application submissions or payment confirmations. By eliminating manual data entry and ensuring timely information flow, teams can respond faster to new opportunities and maintain accurate pipelines. This improves forecasting accuracy, reduces administrative overhead, and enhances customer relationships through up-to-date deal tracking.
Filter by common apps:
Pipedrive
Filter by Zapier
Salesforce
SendGrid
Stripe
Better Proposals
ActiveCampaign
Formatter by Zapier
Jira Software Cloud
HubSpot
Tally
Checkfront
Zoho CRM
- Update person information in Pipedrive when a new deal is created, find persons, and apply filters
- Update opportunity status in marketing platform when stage changes in Salesforce
Update opportunity status in marketing platform when stage changes in Salesforce
- Update sales opportunity status in Salesforce when new payment is received in Stripe
Update sales opportunity status in Salesforce when new payment is received in Stripe
- Update sales deal in ActiveCampaign when proposal is signed in Better Proposals
Update sales deal in ActiveCampaign when proposal is signed in Better Proposals
- Update deal status in HubSpot when Jira issue is updated
Update deal status in HubSpot when Jira issue is updated
- Update deal information in HubSpot with new engagement notes, and reflect latest engagement date
Update deal information in HubSpot with new engagement notes, and reflect latest engagement date
- Update sales deal in Pipedrive when proposal is signed in Better Proposals
Update sales deal in Pipedrive when proposal is signed in Better Proposals
- Create new deal, and update or create contact in HubSpot from Tally form submission
Create new deal, and update or create contact in HubSpot from Tally form submission
- Update deal information in Zoho CRM when booking changes in Checkfront
Update deal information in Zoho CRM when booking changes in Checkfront