Instant Sync
Auto-update leads, deals, and contact fields across all connected apps the moment any change occurs.
CRM Automation
Zapier’s CRM Automation connects your contact, sales, and support tools so records stay current everywhere without manual updates. AI-powered workflows enrich, deduplicate, and route data automatically, letting teams focus on closing deals instead of cleaning spreadsheets. Use it to build a single source of truth, accelerate follow-ups, and scale customer relationships with less effort.
Data Accuracy
Enrich and deduplicate records with AI so your team always works from reliable, up-to-date information.
Unified View
Merge data from multiple sources into one CRM dashboard to give sales and support full customer context.
CRM Automation themes
CRM Update
CRM Update automations keep your customer relationship management system instantly aligned with changes across payments, forms, subscriptions, and external apps. Zapier watches every event—new deals, renewals, lead captures—and writes the latest contact, company, and deal data straight into your CRM. You gain a single source of truth without manual entry, ensuring faster follow-ups and data-driven decisions.
CRM Management
Automate the flow of contact, lead, and deal data between your forms, inboxes, and any CRM. Zapier keeps records updated in real time, eliminating manual data entry and reducing errors. Centralized, current information lets you respond faster, prioritize opportunities, and grow customer relationships efficiently.
CRM Integration
CRM Integration automates how data moves between your customer relationship system and other essential apps. With Zapier, updates like new vendors, deal stages, and project details flow instantly, eliminating manual entry. The result is cleaner data, faster processes, and better visibility for your whole team.
CRM Data Management
CRM Data Management automations collect, enrich, and sync customer data across your tech stack without manual entry. Zapier instantly captures form submissions, emails, and webhooks, then creates or updates the right records in your CRM. The result is cleaner data, faster follow-ups, and a unified view of every lead and deal.
CRM Data Integration
CRM Data Integration automates the flow of leads, contacts, and deal information across all your business tools. Zapier eliminates manual data entry, keeps every record up-to-date, and enriches profiles with external intelligence. The result is a single, reliable source of truth that accelerates sales and reporting.
AI CRM Update
Automatically sync completed transactions and subscription changes to your CRM so every record stays current. Zapier’s AI detects new sales or renewal events, extracts key customer details, and pushes them to the right fields without manual effort. This ensures your team always works from up-to-date, reliable data while freeing you from repetitive data entry.
AI CRM Management
AI-powered CRM Management automates how customer and deal data flow into your CRM. Zapier uses AI to capture leads, enrich contact records, and update pipelines the moment interactions happen. You stay organized, react faster, and rely on a single, always-current source of truth.
AI CRM Integration
AI-powered CRM integration uses Zapier to watch changes in deal stages, invoke AI to interpret context, and automatically update or enrich fields in your CRM. It eliminates manual data entry and ensures every record reflects the latest status, notes, and next steps. The result is a cleaner pipeline, faster follow-ups, and more accurate forecasting.
AI CRM Data Management
AI-powered CRM Data Management uses Zapier to continuously collect, clean, and sync customer information from emails, forms, and webhooks into your CRM. Automated lead and contact creation keeps records current while AI classifies and enriches every entry. The result is a single, always-up-to-date source of truth that boosts sales efficiency and decision-making.
