FunnelCockpit + umsatz.io
Modify the stage of deals in umsatz.io and create or update email contacts in FunnelCockpit
With this workflow, keep your FunnelCockpit contact list updated and in tune with your umsatz.io deal stages. As soon as you modify the stage of a deal in umsatz.io, the change reflects on your FunnelCockpit contact instantly. This efficient process not only saves time but also ensures the consistency and accuracy of your data across both platforms.
With this workflow, keep your FunnelCockpit contact list updated and in tune with your umsatz.io deal stages. As soon as you modify the stage of a deal in umsatz.io, the change reflects on your FunnelCockpit contact instantly. This efficient process not only saves time but also ensures the consistency and accuracy of your data across both platforms.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Create or Update Email Contact
Creates or updates an email contact.
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Modify a Contact Property
Triggers when a contact property is filled or edited.
Try ItNew Activity
Triggers when a user tracks a new call in the app.
Try ItNew Deal
Triggers when a new deal is created in the system.
Try ItModify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Try It
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try ItNew Contact
Triggers when a new contact is created in the system.
Try ItNew Form Submission
Triggers when a new form is submitted in the system.
Try ItAppend values for multiselect fields instead of replacing them?
Note (optional)