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KlickTipp + umsatz.io

Update and tag contacts in KlickTipp when stages of deals are modified in umsatz.io

Streamline your sales and marketing process with this easy-to-implement software connection between umsatz.io and KlickTipp. When the stage of a deal gets altered in the umsatz.io platform, this automation ensures the corresponding contact in your KlickTipp app gets tagged appropriately. This smart workflow not only boosts the efficiency of your sales funnel management but also helps maintain a consistent customer experience.

Streamline your sales and marketing process with this easy-to-implement software connection between umsatz.io and KlickTipp. When the stage of a deal gets altered in the umsatz.io platform, this automation ensures the corresponding contact in your KlickTipp app gets tagged appropriately. This smart workflow not only boosts the efficiency of your sales funnel management but also helps maintain a consistent customer experience.

  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!
    KlickTippKlickTipp
    Tag Contact

    Adds one or multiple tags to a 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
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klicktipp logo

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
umsatzio logo
umsatzio logo

About umsatz.io

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

Related categories