- 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:
LMN
Filter by Zapier
HubSpot
Webhooks by Zapier
Juro
Salesforce
Slack
Notion
AccuLynx
Pipedrive
Attio
Gmail
Typeform
- Update deal stage in HubSpot when LMN estimate is signed
- Update contract status in Salesforce, and notify team in Slack when contract is signed
Update contract status in Salesforce, and notify team in Slack when contract is signed
- Update deal and ticket statuses in HubSpot when installation is completed in Notion
Update deal and ticket statuses in HubSpot when installation is completed in Notion
- Get updates on deal status in HubSpot when job is approved in AccuLynx
Get updates on deal status in HubSpot when job is approved in AccuLynx
- Update person information in Pipedrive when a new deal is created, find persons, and apply filters
Update person information in Pipedrive when a new deal is created, find persons, and apply filters
- Update deal records in Attio when changes occur in Notion database
Update deal records in Attio when changes occur in Notion database
- Update deal stage in Attio when receiving follow up email in Gmail
Update deal stage in Attio when receiving follow up email in Gmail