- 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:
SavvyCal
Freshsales Suite
HubSpot
Wufoo
Pipedrive
Wix
ActiveCampaign
EasyBroker
AlterEstate
Jotform
Salesmate
Zapier Interfaces
Formidable Forms
Samdock
Asana
Google Sheets
- Effortlessly Capture Leads: Create New Contacts and Deals in Freshsales from Scheduled Events in SavvyCal
- Effortlessly Link New Contacts to Their Deals in HubSpot
Effortlessly Link New Contacts to Their Deals in HubSpot
- Streamline Your Recruitment: Automatically Create New Deals and Notes in Pipedrive from Wufoo Form Submissions
Streamline Your Recruitment: Automatically Create New Deals and Notes in Pipedrive from Wufoo Form Submissions
- Instantly Create New Deals in ActiveCampaign When Your Wix Form is Submitted
Instantly Create New Deals in ActiveCampaign When Your Wix Form is Submitted
- Streamline Your Sales: Instantly Create New Deals and Contacts in AlterEstate from EasyBroker Requests
Streamline Your Sales: Instantly Create New Deals and Contacts in AlterEstate from EasyBroker Requests
- Seamlessly Onboard New Clients: Create Contacts and Deals in Salesmate from Jotform Submissions
Seamlessly Onboard New Clients: Create Contacts and Deals in Salesmate from Jotform Submissions
- Stay Organized: Automatically Create New Activities in Pipedrive from Form Submissions
Stay Organized: Automatically Create New Activities in Pipedrive from Form Submissions
- Effortlessly Create New Deals in Samdock from Formidable Forms Submissions
Effortlessly Create New Deals in Samdock from Formidable Forms Submissions
- Stay Organized: Automatically Create a New Project in Asana and Update HubSpot & Google Sheets When a Deal Advances
Stay Organized: Automatically Create a New Project in Asana and Update HubSpot & Google Sheets When a Deal Advances
