Zapier CRM - Sales Workflows
34 ready-to-import Zapier crm - sales workflows. Every template below is a real, downloadable Zapier build — import it and start automating.
Zapier CRM - Sales templates
- Automate Lead Capture and Enrichment with Webhooks and CloseThis Zap automates the capture of new leads via webhooks and updates their details in Close, ensuring efficient lead management and enhanced sales productivity.Zapier$2.99
- Automate Streak Deal Stage Updates with Gmail AlertsAutomatically update Streak deal stages based on Gmail messages, ensuring your sales pipeline is always current without manual effort.ZapierFree
- Automate Lead Notifications with Email and Close IntegrationThis Zap automates lead management by integrating webhooks with email notifications and Close CRM. It filters and formats incoming data to ensure efficient commZapier$2.99
- Automate Lead Updates from Google Sheets to Discord NotificationsStreamline your lead management by automatically updating lead information in Google Sheets and notifying your team via Discord.ZapierFree
- Streamline Facebook Lead Management with Google Sheets and Team NotificationsThis Zap automates the capture of leads from Facebook Lead Ads, organizes them in Google Sheets, and notifies your team via Gmail and Slack, enhancing efficiencZapier1$2.99
- Capture Facebook Leads in Google Sheets and Send Emails his Zap automates the process of capturing leads from Facebook Lead Ads and adding them directly to a Google Sheets spreadsheet. By streamlining this workflow, Zapier$2.99
- Automate Lead Management and Engagement with Salesforce, HubSpot, and ChatGPTThis Zap streamlines lead management by integrating Salesforce, HubSpot, and ChatGPT. It captures new Salesforce records, filters them, applies a delay, searcheZapier$2.99
- Automate Unbounce Lead Enhancement with IP Geolocation for Targeted MarketingThis Zapier workflow captures Unbounce form submissions, enriches them with IP-based location data, and updates ActiveCampaign, optimizing your lead management Zapier$2.99
- Instant WhatsApp Alerts for New Facebook Lead AdsAutomatically send WhatsApp notifications for new leads from Facebook Lead Ads, ensuring your sales team is promptly informed for faster follow-ups and improvedZapier$2.99
- Automate Offline Conversion Tracking from CallRail to Google AdsThis Zap automates the tracking and reporting of offline conversions from CallRail to Google Ads, ensuring only qualified leads are reported, thus enhancing advZapier$2.99
- Automate Lead Synchronization from Fello Connect to Sierra InteractiveSeamlessly manage and synchronize new leads by connecting Fello Connect with Sierra Interactive. This automation ensures your sales team has the latest lead infZapier$2.99
- Get notified about HubSpot contact updates for Google Adshis Zap automates the process of tracking and reporting offline conversions from HubSpot to Google Ads. By connecting updated contact information in HubSpot witZapier$2.99
- rack HubSpot Deals and Optimize Google Ads Conversionshis Zap automates the process of tracking and reporting offline conversions in Google Ads based on updated deal stages in HubSpot. By connecting these two platfZapier$2.99
- Automate Lead Management from Calendly to LeadConnectorStreamline your lead management by automatically processing new invitees from Calendly and updating their details in LeadConnector for efficient follow-up.Zapier$2.99
- Automate Lead Management from Calendly to SlackThis workflow automates the handling of new Calendly invitees by filtering them, updating or adding their contact information in LeadConnector, creating opportuZapier1$2.99
- Automate Offline Conversion Tracking from Salesforce to Google AdsThis Zap automates the tracking and sending of offline conversions from Salesforce to Google Ads, ensuring accurate ad campaign optimization.ZapierFree
- Automate LinkedIn Conversion Tracking in HubSpotEffortlessly track LinkedIn conversions by automatically creating conversion events in HubSpot when contacts are added to a specific list. This integration helpZapier$2.99
- Receive SMS Alerts for New or Updated Leads in Zoho CRMAutomatically receive SMS notifications for new or updated leads in Zoho CRM, ensuring timely responses and improved lead management.ZapierFree
- Optimize Google Ads with Zoho CRM Lead rackinghis Zap automates the process of tracking and reporting offline conversions from Zoho CRM to Google Ads. By filtering new or updated module entries in Zoho CRM,Zapier$2.99
- Automate Lead Management from Fello Connect to CINCStreamline your sales process by automatically transferring and organizing new leads from Fello Connect into CINC, ensuring no potential client is missed.Zapier$2.99
- Automate Facebook Lead Ads to CentrixOne Opportunity CreationThis Zap automates capturing leads from Facebook Lead Ads and transforms them into opportunities in CentrixOne, enhancing lead management and conversion efficieZapier$2.99
- Automate HubSpot Deal Creation from Website Form SubmissionsAutomatically capture form submissions from your website and create corresponding deals in HubSpot CRM to ensure timely follow-ups and improve sales efficiency.Zapier$2.99
- Get insights on leads from Albacross in HubSpothis Zap automates the process of integrating Albacross with HubSpot, allowing users to seamlessly search for company information in their CRM based on leads genZapier$2.99
- Capture Leads and Create Opportunities in SharpSpringhis Zap automates the process of capturing leads from webhooks, filtering them based on specific criteria, and then creating opportunities in SharpSpring after Zapier$2.99
- Enhance HubSpot Contacts with RocketReach Datahis Zap automates the process of updating HubSpot contacts based on changes detected through a webhook. When a contact is updated in HubSpot, this Zap filters tZapier$2.99
- Automate Contact Enrichment and Opportunity Creation from DownloadsThis Zap streamlines lead management by enriching contact information from downloads and creating sales opportunities in Sellsy using data from Plezi and SocietZapier$2.99
- Manage Facebook Leads Across Your Marketing oolshis Zap automates the process of managing leads generated from Facebook Lead Ads by organizing them into Google Sheets, allowing for efficient tracking and follZapier$2.99
- Sync Calendly Appointments to LeadConnector Opportunitieshis Zap automates the process of capturing new invitees from Calendly and adding or updating their information as opportunities in LeadConnector. By streamlininZapier$2.99
- Automate Lead Closure and Opportunity Updates in Close CRMStreamline your sales process by automatically closing leads and updating opportunities in Close CRM, ensuring an organized and current sales pipeline.Zapier$2.99
- Streamline Sales Opportunities from Capsule CRM to XeroThis Zap automates the management of sales opportunities by filtering specific triggers from Capsule CRM and Xero, ensuring only relevant sales invoices are proZapier$2.99
- Automate Lead Management from New Calendly AppointmentsStreamline your lead management process by automatically filtering and updating lead information in Close when new invitees are created in Calendly.ZapierFree
- Automatically Enrich HubSpot Contacts with Clearbit InsightsThis Zap automates the enhancement of HubSpot contacts by integrating Clearbit data, ensuring your CRM is enriched with valuable insights for improved marketingZapier$2.99
- Automate Pipedrive Deal and Note Creation via WebhooksThis Zap streamlines your sales pipeline management by automatically creating organizations, persons, deals, and notes in Pipedrive whenever a specified webhookZapier1$2.99
- Automatically Add Facebook Lead Ads to Trello as CardsStreamline your lead management by automatically capturing leads from Facebook Lead Ads and creating Trello cards for each lead. This ensures efficient trackingZapier$2.99
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