- Sales Automation
- Sales Process
- Automate deal capture
Create and manage sales deals in a management system
This automation category focuses on streamlining the creation and management of sales deals by automatically capturing lead information from web forms and other triggers and turning it into structured deal records. Users save time by eliminating manual data entry and reduce the risk of errors or missed opportunities by ensuring every submission is followed up with a new or updated deal entry. This flow gives sales teams real-time visibility into their pipeline, enabling faster responses and better tracking of deal progress.
Filter by common apps:
Webhooks by Zapier
Pipedrive
FanBasis
Formatter by Zapier
Hyros
Discord
Typeform
ActiveCampaign
ablefy
Sub-Zap by Zapier
Close
SavvyCal
Freshsales Suite
HubSpot
Wufoo
Wix
EasyBroker
AlterEstate
- Capture incoming data, find or create contact, establish new deal, and document notes in Pipedrive
- Process new sales, calculate sale amount, create order in Hyros, and notify team in Discord
Process new sales, calculate sale amount, create order in Hyros, and notify team in Discord
- Process form submissions from Typeform, create or update contacts in ActiveCampaign, and generate deals
Process form submissions from Typeform, create or update contacts in ActiveCampaign, and generate deals
- Process initial product payments, create or update customer contacts, trigger workflows, and update lead information
Process initial product payments, create or update customer contacts, trigger workflows, and update lead information
- Create contact and deal in Freshsales Suite from new event in SavvyCal
Create contact and deal in Freshsales Suite from new event in SavvyCal
- Effortlessly Link New Contacts to Their Deals in HubSpot
Effortlessly Link New Contacts to Their Deals in HubSpot
- Create new deal and note in Pipedrive from Wufoo form submission
Create new deal and note in Pipedrive from Wufoo form submission
- Create a new deal in ActiveCampaign when a form is submitted on Wix
Create a new deal in ActiveCampaign when a form is submitted on Wix
- Create new deal and contact in AlterEstate from new contact request in EasyBroker
Create new deal and contact in AlterEstate from new contact request in EasyBroker
