- CRM Automation
- CRM Update
- Real-Time Deal Updates
Update crm with deal status based on application or payment changes
This automation automatically updates CRM deal statuses in real time based on changes from external sources such as application submissions or payment confirmations. By eliminating manual data entry and ensuring timely information flow, teams can respond faster to new opportunities and maintain accurate pipelines. This improves forecasting accuracy, reduces administrative overhead, and enhances customer relationships through up-to-date deal tracking.
Filter by common apps:
Smartsheet
HubSpot
Filter by Zapier
Telegram
NextStage
Better Proposals
Zoho CRM
Asana
Veeqo
SumoQuote
Airtable
Docusign
- Update sales deal in HubSpot when new row is added in Smartsheet
- Notify via Telegram when a new deal is created in HubSpot
Notify via Telegram when a new deal is created in HubSpot
- Update deal information in HubSpot when an opportunity updates in NextStage
Update deal information in HubSpot when an opportunity updates in NextStage
- Update deal status in Zoho CRM when proposal is sent from Better Proposals
Update deal status in Zoho CRM when proposal is sent from Better Proposals
- Update deal status in HubSpot when task moves in Asana
Update deal status in HubSpot when task moves in Asana
- Update HubSpot deals when Veeqo orders are marked as shipped
Update HubSpot deals when Veeqo orders are marked as shipped
- Update HubSpot deal when SumoQuote quote is sent for signatures
Update HubSpot deal when SumoQuote quote is sent for signatures
- Update deal information in HubSpot from new or updated Airtable records
Update deal information in HubSpot from new or updated Airtable records
- Update HubSpot deal stage when DocuSign contract is signed
Update HubSpot deal stage when DocuSign contract is signed