- CRM Automation
- CRM Data Management
- Automate CRM deal updates
Update deal information in a crm based on specific criteria
This automation streamlines deal management by automatically updating CRM deal records whenever specified criteria are met in external data sources. It eliminates manual data entry, ensuring that deal stages, values, and related fields stay accurate and up to date. By maintaining synchronization across systems, teams gain real-time visibility into pipeline performance and can act on the most current information without delay.
Filter by common apps:
HubSpot
ClickUp
QuickBooks Online
Filter by Zapier
Google Drive
Notion
Google Sheets
Schedule by Zapier
Formatter by Zapier
Webhooks by Zapier
Code by Zapier
umsatz.io
Microsoft Excel
- Update task notes in ClickUp when deal properties change in HubSpot
- Update customer information in QuickBooks Online when company properties change in HubSpot
Update customer information in QuickBooks Online when company properties change in HubSpot
- Create folder in Google Drive, and update deal in HubSpot when deal property changes
Create folder in Google Drive, and update deal in HubSpot when deal property changes
- Update deal information in HubSpot when new client churn in Notion
Update deal information in HubSpot when new client churn in Notion
- Update deal stages in HubSpot from new entries in Google Sheets
Update deal stages in HubSpot from new entries in Google Sheets
- Retrieve and process daily deal data from CRM, filter by creation date, and count valid deal IDs
Retrieve and process daily deal data from CRM, filter by creation date, and count valid deal IDs
- Update deal information in HubSpot when meeting notes change in Notion
Update deal information in HubSpot when meeting notes change in Notion
- Update Notion database with new deal information from umsatz.io when deal stage changes
Update Notion database with new deal information from umsatz.io when deal stage changes
- Update HubSpot deal information when new data is added in Microsoft Excel
Update HubSpot deal information when new data is added in Microsoft Excel