- CRM Automation
- AI CRM Data Management
- AI-driven CRM contact sync
Using AI: manage and update contact records in a crm system
Automating contact management in your CRM streamlines the creation and updating of records by leveraging AI to parse data from emails, documents, and other sources. It ensures that contact information remains current by automatically syncing new details from meetings, support tickets, and form submissions. This reduces manual data entry, minimizes errors, and delivers real-time insights across your sales and support teams.
Filter by common apps:
DoorLoop
Google AI Studio (Gemini)
Notion
Stripe
Filter by Zapier
AI by Zapier
HubSpot
Ponto
Microsoft Dynamics 365 CRM
Email Parser by Zapier
Zoho CRM
Google Contacts
Copper
Google Sheets
PandaDoc
Pipedrive
ChatGPT (OpenAI)
Webhooks by Zapier
- Capture new prospect details from DoorLoop, generate insights with Google AI Studio, find user in DoorLoop, and create item in Notion
- Add or update contact in HubSpot from Stripe payment, and analyze data with AI
Add or update contact in HubSpot from Stripe payment, and analyze data with AI
- Receive payment details in CRM from new Ponto transactions, and create orders in Dynamics 365
Receive payment details in CRM from new Ponto transactions, and create orders in Dynamics 365
- Create and update contact records in Zoho CRM from new emails using Email Parser and AI
Create and update contact records in Zoho CRM from new emails using Email Parser and AI
- Consolidate and email new or updated contacts from Google Contacts, analyze data, and update Copper
Consolidate and email new or updated contacts from Google Contacts, analyze data, and update Copper
- Create or update contact in PandaDoc from new or updated Google Sheets row, and analyze data with AI by Zapier
Create or update contact in PandaDoc from new or updated Google Sheets row, and analyze data with AI by Zapier
- Extract data from emails, find or create contacts in HubSpot, analyze information, and update contact records
Extract data from emails, find or create contacts in HubSpot, analyze information, and update contact records
- Update person details in Pipedrive from new activity notes using ChatGPT to extract data
Update person details in Pipedrive from new activity notes using ChatGPT to extract data
- Extract data from transcripts and update CRM with Webhooks and ChatGPT
Extract data from transcripts and update CRM with Webhooks and ChatGPT
