- CRM Automation
- CRM Data Management
- Automate CRM deal updates
Update deal information in a crm based on specific criteria
This automation streamlines deal management by automatically updating CRM deal records whenever specified criteria are met in external data sources. It eliminates manual data entry, ensuring that deal stages, values, and related fields stay accurate and up to date. By maintaining synchronization across systems, teams gain real-time visibility into pipeline performance and can act on the most current information without delay.
Filter by common apps:
Notion
HubSpot
Google Sheets
Schedule by Zapier
Formatter by Zapier
Webhooks by Zapier
Code by Zapier
umsatz.io
Filter by Zapier
Microsoft Excel
Zapier Tables
Google Drive
Bitrix24 CRM
- Update deal information in HubSpot when new client churn in Notion
- Update deal stages in HubSpot from new entries in Google Sheets
Update deal stages in HubSpot from new entries in Google Sheets
- Retrieve and process daily deal data from CRM, filter by creation date, and count valid deal IDs
Retrieve and process daily deal data from CRM, filter by creation date, and count valid deal IDs
- Update deal information in HubSpot when meeting notes change in Notion
Update deal information in HubSpot when meeting notes change in Notion
- Update Notion database with new deal information from umsatz.io when deal stage changes
Update Notion database with new deal information from umsatz.io when deal stage changes
- Update HubSpot deal information when new data is added in Microsoft Excel
Update HubSpot deal information when new data is added in Microsoft Excel
- Update project management database when deal stage changes in HubSpot
Update project management database when deal stage changes in HubSpot
- Update deal information in HubSpot from Notion changes, and format data with Zapier
Update deal information in HubSpot from Notion changes, and format data with Zapier
- Create or update deal in Bitrix24 CRM from new file in Google Drive, and find worksheet in Google Sheets
Create or update deal in Bitrix24 CRM from new file in Google Drive, and find worksheet in Google Sheets