- 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:
Anchor
HubSpot
LaunchBay
Filter by Zapier
Zapier Tables
Jobber
LendingPad
Google Sheets
PandaDoc
Attio
Filevine
- Update HubSpot deals when proposals are approved in Anchor
- Update HubSpot deal when a file is uploaded to Motion.io
Update HubSpot deal when a file is uploaded to Motion.io
- Update HubSpot deal information when client submits finance details in Motion.io form
Update HubSpot deal information when client submits finance details in Motion.io form
- Update deal status to closed won in HubSpot when new job is created in Jobber
Update deal status to closed won in HubSpot when new job is created in Jobber
- Update Google Sheets with new loan application details from LendingPad
Update Google Sheets with new loan application details from LendingPad
- Update deal status in Attio when document is sent from PandaDoc
Update deal status in Attio when document is sent from PandaDoc
- Update deal legal phase in HubSpot when project phase changes in Filevine
Update deal legal phase in HubSpot when project phase changes in Filevine
- Update HubSpot deal from Google Sheets vehicle offer changes
Update HubSpot deal from Google Sheets vehicle offer changes
- Update deal first date in HubSpot from new or updated Google Sheets entry
Update deal first date in HubSpot from new or updated Google Sheets entry