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
- Capture Facebook Leads in Google Sheets and Send Emails This 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
- 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
- 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
- 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
- Optimize Google Ads with Zoho CRM Lead TrackingThis 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 CRMZapier$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 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
- 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
- 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 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 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 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 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
- 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
- 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
- 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
- Get insights on leads from Albacross in HubSpotThis Zap automates the process of integrating Albacross with HubSpot, allowing users to seamlessly search for company information in their CRM based on leads geZapier$2.99
- Enhance HubSpot Contacts with RocketReach DataThis 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 Zapier$2.99
- Manage Facebook Leads Across Your Marketing ToolsThis Zap automates the process of managing leads generated from Facebook Lead Ads by organizing them into Google Sheets, allowing for efficient tracking and folZapier$2.99
- Sync Calendly Appointments to LeadConnector OpportunitiesThis Zap automates the process of capturing new invitees from Calendly and adding or updating their information as opportunities in LeadConnector. By streamliniZapier$2.99
- Get notified about HubSpot contact updates for Google AdsThis Zap automates the process of tracking and reporting offline conversions from HubSpot to Google Ads. By connecting updated contact information in HubSpot wiZapier$2.99
- Capture Leads and Create Opportunities in SharpSpringThis Zap automates the process of capturing leads from webhooks, filtering them based on specific criteria, and then creating opportunities in SharpSpring afterZapier$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
- Track HubSpot Deals and Optimize Google Ads ConversionsThis Zap automates the process of tracking and reporting offline conversions in Google Ads based on updated deal stages in HubSpot. By connecting these two platZapier$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
- 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 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
- 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
- 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
- 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
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