- CRM Automation
- CRM Management
- Deal capture automation
Create or update deals in a crm system based on customer interactions or inquiries
Automating deal creation or updates streamlines the capture of new sales opportunities directly from customer interactions, inquiries, and form submissions. This workflow eliminates manual data entry, ensures consistency of records, and speeds up follow-up by instantly populating your CRM with fresh leads and deal details. It also adapts to multiple triggers—emails, forms, webhooks, payments, or calendar events—so every prospect touchpoint is converted into trackable sales activity without missing a beat.
Filter by common apps:
AccuLynx
HubSpot
CASEpeer
Jotform
FreshBooks
Formatter by Zapier
Reply
Filter by Zapier
Microsoft Dynamics 365 CRM
Webhooks by Zapier
Salesforce
Trello
Gmail
Kajabi
- Effortlessly Capture New Deals in HubSpot from AccuLynx Job Milestones
- Seamlessly Create New Deals in HubSpot When a New Case is Initiated in CASEpeer
Seamlessly Create New Deals in HubSpot When a New Case is Initiated in CASEpeer
- Effortlessly Capture Service Inquiries: Jotform to HubSpot Contact Management and Engagement
Effortlessly Capture Service Inquiries: Jotform to HubSpot Contact Management and Engagement
- Stay Informed: Automatically Update HubSpot Deals with FreshBooks Invoices
Stay Informed: Automatically Update HubSpot Deals with FreshBooks Invoices
- Effortlessly Create Deals and Update Contacts in HubSpot When Leads Show Interest via Reply
Effortlessly Create Deals and Update Contacts in HubSpot When Leads Show Interest via Reply
- Track Lost Opportunities from Microsoft Dynamics 365 CRM to Your Analytics Platform
Track Lost Opportunities from Microsoft Dynamics 365 CRM to Your Analytics Platform
- Stay Updated on Sales Opportunities: Sync Salesforce Changes to Trello for Team Visibility
Stay Updated on Sales Opportunities: Sync Salesforce Changes to Trello for Team Visibility
- Capture Customer Inquiries and Create Leads in Salesforce While Notifying Your Sales Team via Gmail
Capture Customer Inquiries and Create Leads in Salesforce While Notifying Your Sales Team via Gmail
- Stay Organized: Automatically Update HubSpot Contacts and Deals with New Kajabi Purchases
Stay Organized: Automatically Update HubSpot Contacts and Deals with New Kajabi Purchases