- CRM Automation
- CRM Update
- Automated CRM sync
Update crm with lead information from new leads or project management tools
Automatically sync incoming lead details and project updates into your CRM to ensure contact records are consistently up to date without manual data entry. This automation eliminates the risk of lost or outdated lead information by capturing new entries and status changes in real time. By centralizing lead data in your CRM, you improve follow-up speed, maintain accurate pipelines, and free your team to focus on closing deals.
Filter by common apps:
Webhooks by Zapier
Close
MOCO
HubSpot
Zapier Tables
Freshsales Suite
Formatter by Zapier
Filter by Zapier
monday.com
Notion
Less Annoying CRM
Spotio
WhatConverts
Salesforce
Basin
Pipedrive
Formidable Forms
- Update lead and opportunity statuses in Close when a non-disclosure agreement is signed
- Update deal information in HubSpot when lead is modified in MOCO, and find records in Zapier Tables
Update deal information in HubSpot when lead is modified in MOCO, and find records in Zapier Tables
- Update customer status in monday.com when account is modified in Freshsales Suite
Update customer status in monday.com when account is modified in Freshsales Suite
- Update project status in Less Annoying CRM when Notion database item changes
Update project status in Less Annoying CRM when Notion database item changes
- Stay Current: Automatically Update HubSpot Contacts When Spotio Records Change
Stay Current: Automatically Update HubSpot Contacts When Spotio Records Change
- Effortlessly Capture and Update New Leads from Incoming Requests with Webhooks, Formatter, and Close
Effortlessly Capture and Update New Leads from Incoming Requests with Webhooks, Formatter, and Close
- Receive new lead from WhatConverts, find record in Salesforce, and update lead information
Receive new lead from WhatConverts, find record in Salesforce, and update lead information
- Stay Ahead: Automatically Update Your Pipedrive Leads with New Basin Form Submissions
Stay Ahead: Automatically Update Your Pipedrive Leads with New Basin Form Submissions
- Stay Updated: Automatically Refresh Your Salesforce Leads with New Formidable Forms Submissions
Stay Updated: Automatically Refresh Your Salesforce Leads with New Formidable Forms Submissions