- 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:
Calendly
Filter by Zapier
HubSpot
Gmail
Pipedrive
Jobber
Zoho Sign
Zoho CRM
ClickUp
Anchor
LaunchBay
Zapier Tables
- Notify sales team and update deal status in HubSpot when Calendly call is canceled
- Update deal status in Pipedrive when receiving a new email in Gmail
Update deal status in Pipedrive when receiving a new email in Gmail
- Update Zoho CRM status when a Zoho Sign document expires
Update Zoho CRM status when a Zoho Sign document expires
- Update deal in HubSpot when task changes in ClickUp
Update deal in HubSpot when task changes in ClickUp
- Update HubSpot deals when proposals are approved in Anchor
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