- CRM Automation
- AI CRM Management
- AI-driven CRM deal updates
Using AI: create or update deals in a crm system based on customer interactions or inquiries
Automatically create or update deals in your CRM by leveraging AI to process customer interactions across email, meetings, chats, and form submissions without manual data entry. This automation captures leads from inquiries, transcribes conversations for structured deal insights, and triggers follow-up tasks or engagement updates in real time. By centralizing deal data and surfacing actionable next steps, it reduces missed opportunities, accelerates pipeline management, and ensures every customer touchpoint is recorded accurately.
Filter by common apps:
HeyReach
AI by Zapier
Filter by Zapier
HubSpot
RingCentral
Pipedrive
Salesflare
ChatGPT (OpenAI)
Fathom
Bitrix24 CRM
Plaud
Schedule by Zapier
Code by Zapier
Looping by Zapier
Kraftful
Typeform
Mem
Gmail
Vtiger CRM
- Engage with Prospects: Automatically Create New Contacts in HubSpot from Positive Replies in HeyReach
- Stay Organized: Automatically Log Recorded Calls and Generate Actionable Notes in Pipedrive from RingCentral with AI Insights
Stay Organized: Automatically Log Recorded Calls and Generate Actionable Notes in Pipedrive from RingCentral with AI Insights
- Receive Summarized Insights on New Contacts from Salesflare with ChatGPT for Enhanced CRM Updates
Receive Summarized Insights on New Contacts from Salesflare with ChatGPT for Enhanced CRM Updates
- Receive Structured Meeting Summaries and Updated Deal Info in Bitrix24 from Fathom Transcripts
Receive Structured Meeting Summaries and Updated Deal Info in Bitrix24 from Fathom Transcripts
- Stay Updated: Automatically Create Engagements in HubSpot from PLAUD Transcriptions
Stay Updated: Automatically Create Engagements in HubSpot from PLAUD Transcriptions
- Receive Daily Churn Insights in Kraftful from Your CRM
Receive Daily Churn Insights in Kraftful from Your CRM
- Capture Client Consultation Details and Create Engagement Notes in HubSpot from Typeform Submissions
Capture Client Consultation Details and Create Engagement Notes in HubSpot from Typeform Submissions
- Capture and Organize Financial and Inventory Responses in HubSpot and Mem
Capture and Organize Financial and Inventory Responses in HubSpot and Mem
- Stay Ahead: Automatically Capture Deal Details from Gmail and Update Opportunities in Vtiger CRM
Stay Ahead: Automatically Capture Deal Details from Gmail and Update Opportunities in Vtiger CRM