MATOOL + umsatz.io
Modify stages of deals in umsatz.io and create prospects in MATOOL
When a deal stage is modified in the umsatz.io platform, this workflow springs into action to streamline your sales process by directly creating a prospect in the MATOOL application. This automation not only eliminates the need for manual data transfer but also ensures no potential client falls through the cracks, enhancing efficiency and productivity in your business.
When a deal stage is modified in the umsatz.io platform, this workflow springs into action to streamline your sales process by directly creating a prospect in the MATOOL application. This automation not only eliminates the need for manual data transfer but also ensures no potential client falls through the cracks, enhancing efficiency and productivity in your business.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Create Prospect
Creates a prospect in MATOOL.
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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?
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