Instant Updates
Get automatic notifications and record changes the moment a deal advances or a new lead arrives so your team can act immediately.
- Sales Automation
- セールスパイプライン
セールスパイプライン
Sales pipeline automations in Zapier connect your CRM, communication, and scheduling tools to keep deals moving without manual effort. Triggers such as new leads, stage changes, or completed bookings automatically create, update, and organize opportunities while sending timely notifications to your team. This streamlines follow-ups, centralizes data, and provides full visibility into every deal’s status.
Seamless Capture
Collect lead details from forms, emails, or bookings and push them straight into your pipeline to eliminate manual data entry and lost opportunities.
Stage Alignment
Sync deal stages across apps and share insights with stakeholders to ensure everyone works from the same, accurate pipeline view.
Featured use cases
Automatically sync and update opportunities across systems whenever sales stages change, delivering real-time visibility and consistency without manual work.
+ moreSeamlessly move deals through pipeline stages and deliver real-time team insights with automated workflows.
+ moreAutomatically track and manage sales opportunities by capturing customer interactions and document submissions, then creating deals in your CRM to streamline workflows and boost efficiency.
+ moreAutomatically keep customer records and deal information synchronized and up to date for seamless pipeline management without manual effort.
+ moreAutomatically alert stakeholders when pipeline stages change or new leads arrive, ensuring timely updates and seamless collaboration.
+ moreAutomatically capture and update sales opportunities from bookings and job completions to keep your pipeline current and organized without manual effort.
+ more