- CRM Automation
- AI CRM Update
- Automate CRM updates
Using AI: update crm with contact information from completed transactions
This automation automatically extracts contact information and key transaction details from completed interactions and updates the CRM with a customizable delay. It ensures the sales database remains current and accurate without manual data entry, reducing errors and missed follow-ups. By streamlining record updates, teams gain timely insights and can act faster to nurture leads and close deals.
Filter by common apps:
tl;dv
Delay by Zapier
Bitrix24 CRM
- Update CRM record with new transcript from tl;dv, delay for specified time, and search in Bitrix24 CRM