- Contact Automation
- AI Contact Information Update
- AI-driven contact updates
Using AI: capture and reflect the latest contact information in crm systems after interactions or updates
This automation category leverages AI to capture, extract, and update the latest contact information in CRM systems automatically after any interaction or update event. By integrating AI-driven parsing and webhooks, it ensures that CRM records remain accurate and enriched with new details such as meeting notes, email extracts, and conversation insights. This reduces manual data entry, prevents information silos, and keeps teams aligned on current contact status.
Filter by common apps:
HubSpot
AI by Zapier
Gmail
Docusign
Formatter by Zapier
LeadConnector
Salesforce
Keap
Filter by Zapier
Ontraport
Microsoft Teams
- Gather contact details from HubSpot, analyze with AI, and send email summary via Gmail
- Update contact information in LeadConnector from Docusign envelope status changes
Update contact information in LeadConnector from Docusign envelope status changes
- Update CRM contact with document attachment from Docusign when envelope status changes
Update CRM contact with document attachment from Docusign when envelope status changes
- Update CRM contact information when contract is signed in Docusign, format data, and create or update contact in Keap
Update CRM contact information when contract is signed in Docusign, format data, and create or update contact in Keap
- Update contact information in Ontraport when Docusign envelope status changes
Update contact information in Ontraport when Docusign envelope status changes
- Update contact info, create deal in HubSpot, and notify team in Microsoft Teams when Docusign status changes
Update contact info, create deal in HubSpot, and notify team in Microsoft Teams when Docusign status changes
- Create and update contact details in HubSpot based on name analysis from AI by Zapier
Create and update contact details in HubSpot based on name analysis from AI by Zapier
- Update Ontraport contacts when Docusign envelope status changes, format data, and filter relevant entries
Update Ontraport contacts when Docusign envelope status changes, format data, and filter relevant entries
- Update contact information in Ontraport when DocuSign envelope is completed, and find template
Update contact information in Ontraport when DocuSign envelope is completed, and find template
