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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.

  1. When this happens...
    umsatz.ioumsatz.io
    Modify the Stage of a Deal

    Triggers when the deal stage of a deal changes.

    TriggerInstant
  2. automatically do this!
    FunnelCockpitFunnelCockpit
    Create or Update Email Contact

    Creates or updates an email contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • umsatz.io triggers, actions, and search

    Modify a Contact Property

    Triggers when a contact property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Activity

    Triggers when a user tracks a new call in the app.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Deal

    Triggers when a new deal is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify the Stage of a Deal

    Triggers when the deal stage of a deal changes.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify a Deal Property

    Triggers when a deal property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Contact

    Triggers when a new contact is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Form Submission

    Triggers when a new form is submitted in the system.

    Trigger
    Instant
    Try It
    • Note (optional)

    Action
    Write
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About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Related categories

  • Contact Management
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About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Related categories