- CRM Automation
 - CRM Integration
 - CRM Deal Automation
 
Update crm deal information based on deal stage
Automating CRM deal updates ensures your sales pipeline stays accurate and up to date without manual intervention. Whenever a deal stage changes or a new lead converts, relevant deal records are created or updated instantly across your CRM systems. This streamlined process reduces errors, accelerates follow-ups, and gives your team real-time visibility into sales progress.
Filter by common apps:
Jobber
HubSpot
Webhooks by Zapier
Zoho CRM
Twilio
GovTribe
Holded
Pipedrive
Delay by Zapier
Calendly
umsatz.io
Ignition
Formatter by Zapier
Code by Zapier
Bigin by Zoho CRM
Stripe
- Create new deal in HubSpot from new Jobber service request, and find client contact
 - Capture inquiries from web form, create new deal in Zoho CRM, and send SMS notification via Twilio
Capture inquiries from web form, create new deal in Zoho CRM, and send SMS notification via Twilio
 - Create or update deal entries in Zoho CRM from new or updated pursuits in GovTribe
Create or update deal entries in Zoho CRM from new or updated pursuits in GovTribe
 - Create a new deal in HubSpot when a new deal is initiated in Holded
Create a new deal in HubSpot when a new deal is initiated in Holded
 - Sync new deals from Zoho CRM to Pipedrive, find organization, and create deal
Sync new deals from Zoho CRM to Pipedrive, find organization, and create deal
 - Update deal phase in umsatz.io when new event is scheduled in Calendly
Update deal phase in umsatz.io when new event is scheduled in Calendly
 - Update deal information in HubSpot, send data to external system, and reflect changes back in HubSpot
Update deal information in HubSpot, send data to external system, and reflect changes back in HubSpot
 - Create new deal in HubSpot from Ignition proposal acceptance, format financial data, and run Javascript
Create new deal in HubSpot from Ignition proposal acceptance, format financial data, and run Javascript
 - Transfer new companies from Bigin by Zoho CRM to HubSpot, and create payment in Stripe
Transfer new companies from Bigin by Zoho CRM to HubSpot, and create payment in Stripe