- 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
Attio
Filevine
HubSpot
Google Sheets
Google Calendar
Formatter by Zapier
ActiveCampaign
Smartsheet
Salesforce
JobTread
LMN
Filter by Zapier
Webhooks by Zapier
- Update deal status in Attio when document is sent from PandaDoc
- Update deal legal phase in HubSpot when project phase changes in Filevine
Update deal legal phase in HubSpot when project phase changes in Filevine
- Update HubSpot deal from Google Sheets vehicle offer changes
Update HubSpot deal from Google Sheets vehicle offer changes
- Update deal first date in HubSpot from new or updated Google Sheets entry
Update deal first date in HubSpot from new or updated Google Sheets entry
- Update deal in ActiveCampaign when new event is created in Google Calendar
Update deal in ActiveCampaign when new event is created in Google Calendar
- Update deposit status in Salesforce when sales order changes in Smartsheet
Update deposit status in Salesforce when sales order changes in Smartsheet
- Update sales deal in HubSpot when new proposal document is created in JobTread
Update sales deal in HubSpot when new proposal document is created in JobTread
- Update deal stage in HubSpot when LMN estimate is signed
Update deal stage in HubSpot when LMN estimate is signed