- Sales Automation
- Sales Process
- Automate deal capture
Create and manage sales deals in a management system
This automation category focuses on streamlining the creation and management of sales deals by automatically capturing lead information from web forms and other triggers and turning it into structured deal records. Users save time by eliminating manual data entry and reduce the risk of errors or missed opportunities by ensuring every submission is followed up with a new or updated deal entry. This flow gives sales teams real-time visibility into their pipeline, enabling faster responses and better tracking of deal progress.
Filter by common apps:
EasyBroker
AlterEstate
Webhooks by Zapier
Pipedrive
Sub-Zap by Zapier
Wufoo
Wix
ActiveCampaign
Jotform
Salesmate
Zapier Interfaces
Formidable Forms
Samdock
HubSpot
Asana
Google Sheets
- Create new deal and contact in AlterEstate from new contact request in EasyBroker
- Capture incoming data, find or create contact, establish new deal, and document notes in Pipedrive
Capture incoming data, find or create contact, establish new deal, and document notes in Pipedrive
- Capture form submissions, call a sub-Zap, and create new leads in Pipedrive
Capture form submissions, call a sub-Zap, and create new leads in Pipedrive
- Create new deal and note in Pipedrive from Wufoo form submission
Create new deal and note in Pipedrive from Wufoo form submission
- Create a new deal in ActiveCampaign when a form is submitted on Wix
Create a new deal in ActiveCampaign when a form is submitted on Wix
- Create contact and deal in Salesmate from new Jotform submission
Create contact and deal in Salesmate from new Jotform submission
- Create new activity in Pipedrive from new form submission in Zapier Interfaces
Create new activity in Pipedrive from new form submission in Zapier Interfaces
- Create a new deal in Samdock from Formidable Forms submissions
Create a new deal in Samdock from Formidable Forms submissions
- Trigger HubSpot deal stage change, create Asana project, update HubSpot deal, and create Google Sheets spreadsheet
Trigger HubSpot deal stage change, create Asana project, update HubSpot deal, and create Google Sheets spreadsheet
