"update deal status in Pipeline CRM and add projects in CompanyCam"
Streamline your project management process with this workflow that instantly creates a new project in CompanyCam when a deal status changes in your Pipeline CRM. This automation helps to ensure every change in your sales process is readily visible as a project update for your team, making project monitoring an effortless task and thereby enhancing team collaboration and efficiency.
Streamline your project management process with this workflow that instantly creates a new project in CompanyCam when a deal status changes in your Pipeline CRM. This automation helps to ensure every change in your sales process is readily visible as a project update for your team, making project monitoring an effortless task and thereby enhancing team collaboration and efficiency.
- When this happens...Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
- automatically do this!Add Project
Creates a new project in your account.
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