- CRM Automation
- CRM Data Management
- Automate CRM Updates
Update crm records based on new data submissions
Automatically updating CRM records when new data arrives ensures that customer information is always accurate and up-to-date without manual effort. By triggering record creation or modification based on form submissions or spreadsheet changes, teams eliminate data entry errors and free up time for higher-value tasks. This seamless process keeps sales, support, and marketing aligned on the latest customer details.
Filter by common apps:
Microsoft Dynamics 365 CRM
Formatter by Zapier
Airtable
monday.com
Salesforce
Code by Zapier
Google Sheets
HubSpot
Microsoft Excel
Bigin by Zoho CRM
Outseta
Zoho CRM
Webhooks by Zapier
- Update opportunity records in Airtable from Microsoft Dynamics 365 CRM changes
- Create and update project records in Salesforce from monday.com
Create and update project records in Salesforce from monday.com
- Enrich company data in HubSpot from new Google Sheets entries, and update existing records
Enrich company data in HubSpot from new Google Sheets entries, and update existing records
- Transfer new Airtable records to Microsoft Excel, find and update existing Airtable records
Transfer new Airtable records to Microsoft Excel, find and update existing Airtable records
- Create or update company records in Bigin by Zoho CRM from Google Sheets
Create or update company records in Bigin by Zoho CRM from Google Sheets
- Update CRM records in Outseta, and create new entries in Airtable when a new account is added
Update CRM records in Outseta, and create new entries in Airtable when a new account is added
- Process new spreadsheet entries to create and format account records in Zoho CRM
Process new spreadsheet entries to create and format account records in Zoho CRM
- Update company insights in HubSpot from new Google Sheets transactions
Update company insights in HubSpot from new Google Sheets transactions
- Update company information in HubSpot from monday.com when project item is moved
Update company information in HubSpot from monday.com when project item is moved