- CRM Automation
- CRM Data Management
- Automate CRM Updates
Update crm records based on new data submissions
Automatically updating CRM records when new data arrives ensures that customer information is always accurate and up-to-date without manual effort. By triggering record creation or modification based on form submissions or spreadsheet changes, teams eliminate data entry errors and free up time for higher-value tasks. This seamless process keeps sales, support, and marketing aligned on the latest customer details.
Filter by common apps:
LendingPad
Salesforce
Formatter by Zapier
Google Sheets
HubSpot
Outfield
Webhooks by Zapier
Code by Zapier
Bitrix24 CRM
Filter by Zapier
SalesScreen
Delay by Zapier
Econodata
- Update opportunity records in Salesforce from LendingPad loan status changes
- Update HubSpot CRM records from new or modified Google Sheets entries
Update HubSpot CRM records from new or modified Google Sheets entries
- Update company information in HubSpot from new activities in Outfield
Update company information in HubSpot from new activities in Outfield
- Update company information in HubSpot from API when a company is created or updated
Update company information in HubSpot from API when a company is created or updated
- Create new activity in SalesScreen when deal stage updates in Bitrix24 CRM
Create new activity in SalesScreen when deal stage updates in Bitrix24 CRM
- Update Salesforce records from Google Sheets data, and ensure timely information management
Update Salesforce records from Google Sheets data, and ensure timely information management
- Update company information in HubSpot from Econodata when property changes in HubSpot
Update company information in HubSpot from Econodata when property changes in HubSpot
- Update spreadsheet with new or updated company from HubSpot and Google Sheets
Update spreadsheet with new or updated company from HubSpot and Google Sheets
- Update company records in HubSpot from new or modified Google Sheets data
Update company records in HubSpot from new or modified Google Sheets data