- 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:
Webhooks by Zapier
ChatGPT (OpenAI)
Code by Zapier
Zoho CRM
Zoho WorkDrive
AI by Zapier
Bigin by Zoho CRM
Email Parser by Zapier
Ponto
Microsoft Dynamics 365 CRM
Google Contacts
Copper
Google Sheets
PandaDoc
HubSpot
Pipedrive
- Enrich and standardize CRM records with Webhooks by Zapier, ChatGPT, Code by Zapier, and Zoho CRM
- Extract contact info from business cards, and create or update companies and contacts in Bigin by Zoho CRM
Extract contact info from business cards, and create or update companies and contacts in Bigin by Zoho CRM
- 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
- 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
- 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