- 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:
HubSpot
Filter by Zapier
Google Sheets
Notion
SugarCRM
Airtable
Salesforce
Slack
Smartsheet
Microsoft Excel
Bitrix24 CRM
NetHunt CRM
Schedule by Zapier
- Transfer new company data from HubSpot to Google Sheets for tracking
- Create company in HubSpot from new or updated Google Sheets response
Create company in HubSpot from new or updated Google Sheets response
- Create or update company records in HubSpot from new items in Notion
Create or update company records in HubSpot from new items in Notion
- Update spreadsheet with new account details from SugarCRM and create row in Google Sheets
Update spreadsheet with new account details from SugarCRM and create row in Google Sheets
- Create new Salesforce record and send Slack notification for new Airtable entry
Create new Salesforce record and send Slack notification for new Airtable entry
- Update Salesforce records when deposit status changes in Smartsheet
Update Salesforce records when deposit status changes in Smartsheet
- Create or update deals in Bitrix24 CRM from new rows in Microsoft Excel
Create or update deals in Bitrix24 CRM from new rows in Microsoft Excel
- Create and update job listings in Notion from NetHunt CRM records
Create and update job listings in Notion from NetHunt CRM records
- Update customer data in Notion from Salesforce every hour
Update customer data in Notion from Salesforce every hour
