- 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:
Webhooks by Zapier
HubSpot
Formatter by Zapier
Gravity Forms
QuickBooks Online
Filter by Zapier
Google Drive
Zoho CRM
Kiflo PRM
Delay by Zapier
PandaDoc
Airtable
- Catch webhook data, find deal in HubSpot, format date, and update deal information
- Update deal information in HubSpot from Gravity Forms submissions, find contact, and maintain associations
Update deal information in HubSpot from Gravity Forms submissions, find contact, and maintain associations
- Update HubSpot deal information when QuickBooks Online invoice changes
Update HubSpot deal information when QuickBooks Online invoice changes
- Create folder in Google Drive, and update deal in HubSpot when deal property changes
Create folder in Google Drive, and update deal in HubSpot when deal property changes
- Update HubSpot deal information from webhook data, format dates, and find deals
Update HubSpot deal information from webhook data, format dates, and find deals
- Update deal values in Zoho CRM from webhook data, calculate numbers, and find entries
Update deal values in Zoho CRM from webhook data, calculate numbers, and find entries
- Update company attributes in HubSpot from Kiflo PRM partner changes, and delay for accuracy
Update company attributes in HubSpot from Kiflo PRM partner changes, and delay for accuracy
- Update HubSpot deal information when PandaDoc document is completed, and format date
Update HubSpot deal information when PandaDoc document is completed, and format date
- Update deal stage in HubSpot when a record is created or modified in Airtable
Update deal stage in HubSpot when a record is created or modified in Airtable
