- 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 This automation eliminates the risk of lost or outdated lead information by capturing new entries and status changes in real time.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:
Microsoft Outlook
Formatter by Zapier
Wise Agent CRM
Zoho CRM
Filter by Zapier
Apollo
Notion
HubSpot
Salesforce
Webhooks by Zapier
LeadConnector
AgentFire
kvCORE
Tally
- Extract lead information from Microsoft Outlook emails and update Wise Agent CRM
- Update lead source in Zoho CRM when new lead meets criteria
Update lead source in Zoho CRM when new lead meets criteria
- Update lead information in Zoho CRM when contact email changes in Apollo
Update lead information in Zoho CRM when contact email changes in Apollo
- Update lead status in HubSpot when new item is created in Notion
Update lead status in HubSpot when new item is created in Notion
- Update lead status and engagement date in Salesforce from HubSpot contact changes
Update lead status and engagement date in Salesforce from HubSpot contact changes
- Notify team about new real estate leads, update contact in LeadConnector
Notify team about new real estate leads, update contact in LeadConnector
- Update kvCORE contact information when a new lead is captured in AgentFire
Update kvCORE contact information when a new lead is captured in AgentFire
- Update Notion database with new or updated leads from Zoho CRM
Update Notion database with new or updated leads from Zoho CRM
- Update lead information in Zoho CRM when Tally form is submitted
Update lead information in Zoho CRM when Tally form is submitted