- CRM Automation
- CRM Update
- Automated CRM sync
Update crm with lead information from new leads or project management tools
Automatically sync incoming lead details and project updates into your CRM to ensure contact records are consistently up to date without manual data entry. This automation eliminates the risk of lost or outdated lead information by capturing new entries and status changes in real time. By centralizing lead data in your CRM, you improve follow-up speed, maintain accurate pipelines, and free your team to focus on closing deals.
Filter by common apps:
iNCOM Canada
AgentLocator
Salesforce
monday.com
Reply
Microsoft Teams
Webhooks by Zapier
Close
MOCO
HubSpot
Zapier Tables
Freshsales Suite
Formatter by Zapier
Filter by Zapier
Notion
Less Annoying CRM
Spotio
- Update lead information in AgentLocator when existing lead interacts with iNCOM Canada website
- Sync updates from Salesforce to create item in monday.com, and update Salesforce record with new item ID
Sync updates from Salesforce to create item in monday.com, and update Salesforce record with new item ID
- Update CRM with new lead info, and notify sales team in Microsoft Teams when prospect replies
Update CRM with new lead info, and notify sales team in Microsoft Teams when prospect replies
- Update lead and opportunity statuses in Close when a non-disclosure agreement is signed
Update lead and opportunity statuses in Close when a non-disclosure agreement is signed
- Update deal information in HubSpot when lead is modified in MOCO, and find records in Zapier Tables
Update deal information in HubSpot when lead is modified in MOCO, and find records in Zapier Tables
- Update customer status in monday.com when account is modified in Freshsales Suite
Update customer status in monday.com when account is modified in Freshsales Suite
- Update project status in Less Annoying CRM when Notion database item changes
Update project status in Less Annoying CRM when Notion database item changes
- Update HubSpot contact when record is modified in Spotio
Update HubSpot contact when record is modified in Spotio
- Capture new lead data, clean it up, find or create lead in Close, and update contact details
Capture new lead data, clean it up, find or create lead in Close, and update contact details