- Sales Automation
- Sales Pipeline
- Sync bookings to pipeline
Create or update opportunities in a sales pipeline from completed bookings or jobs
Automatically synchronize completed bookings and job entries with your sales pipeline to ensure every customer engagement generates a corresponding opportunity. This automation captures new reservations, quotes, or appointments and either creates or updates the associated deal record without manual data entry. By centralizing booking and job data into your pipeline, it eliminates missed leads, accelerates follow-up, and maintains organization across sales workflows.
Filter by common apps:
ServiceTitan
Formatter by Zapier
LeadConnector
Commusoft
Jobber
Code by Zapier
Notion
Copper
Kajabi
Moxie
Docusign
Slack
HubSpot
Webhooks by Zapier
Bigin by Zoho CRM
Zoho Books
RepCard
- Create or update an opportunity in LeadConnector from new estimate in ServiceTitan
- Update or create an opportunity in LeadConnector when a job is completed in Commusoft
Update or create an opportunity in LeadConnector when a job is completed in Commusoft
- Create or update opportunity in LeadConnector from new Jobber quote
Create or update opportunity in LeadConnector from new Jobber quote
- Create new opportunity in Copper when new engagement is added in Notion
Create new opportunity in Copper when new engagement is added in Notion
- Create new opportunity in Moxie when offer is purchased in Kajabi
Create new opportunity in Moxie when offer is purchased in Kajabi
- Notify sales team in Slack, send purchase order for signature in DocuSign when opportunity stage changes in LeadConnector
Notify sales team in Slack, send purchase order for signature in DocuSign when opportunity stage changes in LeadConnector
- Create new deal in HubSpot when a form is submitted, find contact, and run Javascript
Create new deal in HubSpot when a form is submitted, find contact, and run Javascript
- Update pipeline with registration details, search contact, and create sales invoice
Update pipeline with registration details, search contact, and create sales invoice
- Update appointment status in RepCard, and add or update opportunity in LeadConnector
Update appointment status in RepCard, and add or update opportunity in LeadConnector