- 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:
Better Proposals
ActiveCampaign
Formatter by Zapier
Jira Software Cloud
Filter by Zapier
HubSpot
Pipedrive
Tally
Checkfront
Zoho CRM
Stripe
PandaDoc
Code by Zapier
Square
- 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
- Update HubSpot deal status when Stripe payment is completed
Update HubSpot deal status when Stripe payment is completed
- Update deal amounts and contract details in HubSpot from PandaDoc status changes
Update deal amounts and contract details in HubSpot from PandaDoc status changes
- Create new appointment in Square, find deal in HubSpot, and update deal in HubSpot
Create new appointment in Square, find deal in HubSpot, and update deal in HubSpot