- CRM Automation
- CRM Update
- Real-Time Deal Updates
Update crm with deal status based on application or payment changes
This automation automatically updates CRM deal statuses in real time based on changes from external sources such as application submissions or payment confirmations. By eliminating manual data entry and ensuring timely information flow, teams can respond faster to new opportunities and maintain accurate pipelines. This improves forecasting accuracy, reduces administrative overhead, and enhances customer relationships through up-to-date deal tracking.
Filter by common apps:
PandaDoc
HubSpot
Juro
Filter by Zapier
Salesforce
Slack
Mercury Connect
monday.com
Quotient
ActiveCampaign
Webhooks by Zapier
Zeda.io
PaintScout
Formatter by Zapier
Pipedrive
Pennylane
- Stay in Sync: Automatically Update Your HubSpot Deals When a PandaDoc Document is Sent
- Stay Informed: Get Team Notifications and CRM Updates When Contracts Are Signed with Juro, Salesforce, and Slack
Stay Informed: Get Team Notifications and CRM Updates When Contracts Are Signed with Juro, Salesforce, and Slack
- Stay Informed: Automatically Update Your HubSpot Deals When Opportunities Change in Trigger Mercury Connect
Stay Informed: Automatically Update Your HubSpot Deals When Opportunities Change in Trigger Mercury Connect
- Stay in Sync: Automatically Update Deal Names in Monday.com When Changes Occur in HubSpot
Stay in Sync: Automatically Update Deal Names in Monday.com When Changes Occur in HubSpot
- Stay Informed: Automatically Update Your HubSpot Deal Status When a Customer Asks a Question in Trigger Quotient
Stay Informed: Automatically Update Your HubSpot Deal Status When a Customer Asks a Question in Trigger Quotient
- Stay Updated: Automatically Sync New or Modified Deals from ActiveCampaign to Your CRM
Stay Updated: Automatically Sync New or Modified Deals from ActiveCampaign to Your CRM
- Stay Informed: Automatically Update Your HubSpot Ticket Status When Feedback Changes in Zeda.io
Stay Informed: Automatically Update Your HubSpot Ticket Status When Feedback Changes in Zeda.io
- Stay Updated: Automatically Refresh Your Pipedrive Deals When a Quote is Sent via PaintScout
Stay Updated: Automatically Refresh Your Pipedrive Deals When a Quote is Sent via PaintScout
- Stay in Sync: Automatically Update HubSpot Deals When New Customer Invoices Are Created in Pennylane
Stay in Sync: Automatically Update HubSpot Deals When New Customer Invoices Are Created in Pennylane