1.Watch new deal module entries
Integrate Zoho CRM and CRM mapping tools to watch for new module entries and to pass deal account names forward.
Add post-conversion company entries from each new deal
Automatically monitor new module entries for deals across Zoho CRM and Zapier Tables. Create and update post-conversion list entries when deal account names land, deal stages change, or owner emails appearβso you can enrich company matches, attribute follow-up ownership, and keep sales lists current without manual data entry.
How this automation enriches post-conversion company lists
When new deal entries sit unenriched, follow-up can miss the right company context and sales attribution. This automation matches accounts to company data and adds verified companies to your post-conversion listβso your team can start outreach with cleaner CRM context.
Zoho CRMor swap with your favorite app
2.Lookup internal owner contact
Integrate Zapier Tables and sales attribution tools to locate the internal owner row and return the owner email.
Zapier Tablesor swap with your favorite app
3.Match deal account to company
Integrate Goava Discover and company search tools to run a company match using the deal account name.
Goava Discoveror swap with your favorite app
4.Add matched company to list
Integrate Goava Discover and list management tools to add the matched company and owner email to the post-conversion list.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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