- CRM Automation
- CRM Data Management
- Automated Lead Sync
Create or update leads in a crm system from incoming data
Automate the capture and synchronization of incoming prospect data into your CRM to eliminate manual entry and ensure real-time accuracy. This use case centralizes lead information from various sources—spreadsheets, webhooks, and other tools—into a single system for instant availability. By keeping contact records up to date and organized, teams can accelerate follow-up, improve lead conversion, and maintain data consistency across channels.
Filter by common apps:
Microsoft Dynamics 365 CRM
Filter by Zapier
Code by Zapier
Airtable
WooCommerce
Formatter by Zapier
Nutshell
Webhooks by Zapier
Salesforce
Storage by Zapier
Facebook Lead Ads
Pipedrive
Salesforce Essentials
Snitcher
HubSpot
Zapier Tables
Zoho CRM
Microsoft Excel
Econodata
- Update lead records in Airtable from Microsoft Dynamics 365 CRM, and run Javascript for filtering
- Create and manage customer and lead records in Nutshell from WooCommerce orders
Create and manage customer and lead records in Nutshell from WooCommerce orders
- Capture lead data from webhooks, create lead in Salesforce, and store information in Zapier storage
Capture lead data from webhooks, create lead in Salesforce, and store information in Zapier storage
- Create and manage new leads in Pipedrive from Facebook Lead Ads, format dates, and add contacts
Create and manage new leads in Pipedrive from Facebook Lead Ads, format dates, and add contacts
- Capture web data, format it, and create a new lead in Salesforce Essentials
Capture web data, format it, and create a new lead in Salesforce Essentials
- Update company information in HubSpot when a lead enters a segment in Snitcher
Update company information in HubSpot when a lead enters a segment in Snitcher
- Capture lead data from webhook, find records in Zapier Tables, and create or update in Zoho CRM
Capture lead data from webhook, find records in Zapier Tables, and create or update in Zoho CRM
- Transfer new lead data from Microsoft Excel to CRM, format dates, and send structured request
Transfer new lead data from Microsoft Excel to CRM, format dates, and send structured request
- Create a new sales deal in Pipedrive when a company is sent from Econodata
Create a new sales deal in Pipedrive when a company is sent from Econodata