- CRM Automation
- CRM Data Management
- Automate CRM deal updates
Update deal information in a crm based on specific criteria
This automation streamlines deal management by automatically updating CRM deal records whenever specified criteria are met in external data sources. It eliminates manual data entry, ensuring that deal stages, values, and related fields stay accurate and up to date. By maintaining synchronization across systems, teams gain real-time visibility into pipeline performance and can act on the most current information without delay.
Filter by common apps:
Xero
Zoho CRM
Bitrix24 CRM
Filter by Zapier
HubSpot
Airtable
Google Sheets
Pipedrive
Formatter by Zapier
Schedule by Zapier
Webhooks by Zapier
Code by Zapier
Delay by Zapier
Smartsheet
- Stay Updated: Automatically Sync New Quotes from Xero to Zoho CRM for Seamless Deal Management
- Stay in Sync: Automatically Update Your HubSpot Deals from Bitrix24 CRM Triggers
Stay in Sync: Automatically Update Your HubSpot Deals from Bitrix24 CRM Triggers
- Stay in Sync: Automatically Update HubSpot Deals from Airtable Changes
Stay in Sync: Automatically Update HubSpot Deals from Airtable Changes
- Stay in Sync: Automatically Update HubSpot Deals with New Google Sheets Entries
Stay in Sync: Automatically Update HubSpot Deals with New Google Sheets Entries
- Stay on Top of Your Finances: Automatically Update Pipedrive Deals with New Google Sheets Data
Stay on Top of Your Finances: Automatically Update Pipedrive Deals with New Google Sheets Data
- Receive Daily Updates on New Deals from Your CRM with Filtered Valid IDs
Receive Daily Updates on New Deals from Your CRM with Filtered Valid IDs
- Stay Updated: Automatically Sync New Call Log Entries to Pipedrive with Google Sheets
Stay Updated: Automatically Sync New Call Log Entries to Pipedrive with Google Sheets
- Stay Informed: Automatically Track and Update New Deals in Zoho CRM with Real-Time Analytics
Stay Informed: Automatically Track and Update New Deals in Zoho CRM with Real-Time Analytics
- Stay Informed: Automatically Update HubSpot Deals When Smartsheet Rows Change
Stay Informed: Automatically Update HubSpot Deals When Smartsheet Rows Change