- 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:
Google Sheets
HubSpot
Zoho CRM
Filter by Zapier
Salesforce
Formatter by Zapier
Airtable
GoCardless
Notion
Google Forms
NetHunt CRM
Smartsheet
- Update company records in HubSpot from new or modified Google Sheets data
- Update financial data in Zoho CRM when conditions are met, and find module entry
Update financial data in Zoho CRM when conditions are met, and find module entry
- Update or create company records in HubSpot from Google Sheets entries
Update or create company records in HubSpot from Google Sheets entries
- Create or update Airtable record from new Salesforce account, and format relevant information
Create or update Airtable record from new Salesforce account, and format relevant information
- Create new Airtable record for confirmed GoCardless payment with customer details
Create new Airtable record for confirmed GoCardless payment with customer details
- Update HubSpot custom object when Airtable record is created or modified
Update HubSpot custom object when Airtable record is created or modified
- Create notes in Notion, and update records in Airtable when changes occur
Create notes in Notion, and update records in Airtable when changes occur
- Update client records in NetHunt CRM from new Google Forms responses
Update client records in NetHunt CRM from new Google Forms responses
- Transfer new Salesforce records to Smartsheet for relevant business entries
Transfer new Salesforce records to Smartsheet for relevant business entries
