Automate your sales stack
In sales, you spend your time closing deals and building relationships. Let Zapier handle your lead routing, proposal management, and more with built-in logic and conditions. With thousands of secure app integrations—including hundreds of AI apps—you'll reclaim your time to focus on work only you can do.
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Solutions for every stage of your pipeline
Every sales team runs on a mix of tools, like a CRM, proposal software, and a sales engagement platform. The solutions below lead to pre-built, customizable workflow templates that connect those tools—so leads route automatically, deals stay on track, and your AI apps slot right into your existing stack. And with built-in security and governance, your pipeline can move faster without risking deal data, compliance, or the trust you've worked so hard to earn with every prospect.
Pipeline management
Accelerate pipeline momentum with automated deal tracking, sales forecasting, win-loss analysis, and CRM updates
CRM management
Streamline CRM operations with automated contact updates, activity logging, data enrichment, and deduplication
Sales reporting
Sharpen sales visibility with automated pipeline reporting and sales performance tracking
営業業務
Streamline sales ops with automated order processing, territory updates, commission tracking, and GTM workflows
Partner & channel sales
Scale partner revenue with automated onboarding, deal registration, co-selling workflows, and performance tracking
Renewal management
Retain more revenue with automated renewal reminders, subscription renewals, and upsell identification
Proposal management
Accelerate proposal turnaround with automated quote management, pricing approvals, and contract execution
Sales intelligence
Sharpen deal targeting with automated prospect research, buyer intent alerts, competitive tracking, and CRM enrichment
Sales enablement
Accelerate seller readiness with automated content delivery, demo follow-ups, training reminders, and reference sharing
Outbound sales
Accelerate pipeline growth with automated prospecting, cold email outreach, sales sequencing, and account research
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is sales automation?
Sales automation uses software to do repetitive tasks for you across every stage of your pipeline. That way, you can focus on building relationships and closing deals.
Sales challenges automation solves
Deals stall when follow-ups slip
Pipeline updates live in too many places
Lead routing turns into a bottleneck
Forecasting is more gut feeling than data
Handoffs between SDRs and AEs lose context
Contract approvals bottleneck every close
仕組み
Sales automation connects your tools, triggers actions from deal activity, and streamlines workflows across pipeline management, proposals, and forecasting. Route leads, send follow-ups, and update forecasts automatically—without chasing reps for updates.
ステップ 1
Connect your tools
Integrate your CRM, proposal software, sales engagement platform, eSignature tools, and forecasting tools.
ステップ 2
Define triggers
Set actions to run when leads arrive, deals advance, proposals are sent, or contracts close.
ステップ 3
Automate & measure
Route leads, send reminders, update forecasts, and alert managers automatically.
Transform your sales with Zapier
Elevate your sales operations with Zapier's powerful automation tools. Manage your pipeline, automate outreach and follow-ups, and generate accurate forecasts—and that's just the start.
Pipeline and deal management
Move every deal forward on time
Automate pipeline updates and deal movement across your sales stack. Move opportunities in your CRM, assign owners, and flag stalled deals from form fills, emails, and meeting activity.
Move deals through stages fast
Move deals through your CRM pipeline automatically when trigger events fire—no manual data entry from reps.
Surface stalled deals automatically
Automatically flag opportunities that haven't moved in a set number of days and notify the assigned rep to take action.
Flag deals missing next steps
When a deal lacks a next meeting or task, create a reminder so reps know exactly what to do next.
Enrich contacts with verified data
Pull in firmographic and contact data from enrichment tools as soon as a new lead enters your CRM.
Monitor deals across platforms
Track deal activity across your CRM, spreadsheets, and project tools without copying updates between systems.
Connect your apps to build a more efficient workflow
Zapier integrates with thousands of tools so you can automate processes across your stack, streamline work, and keep everything in sync.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
デビッド・ラダーバーグ, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapierは、Zapierなしでは 50%以上の取引を締結するのに役立っています。これは私たちの全体的な戦略の重要な要素であり、したがって営業トークの重要な要素でもあります。
ラファエル・ボフナー創設者兼CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
リシ・シャー, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
アレン・ライ, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.