Loading

Outfield

CRM (Customer Relationship Management)

Manage new or updated Outfield activities by creating deals in Outfield

Keep your Outfield deals up-to-date effortlessly. This workflow springs into action as soon as there's a new or updated activity in Outfield; it then proceeds to create a deal directly in Outfield, saving you time and manual effort. Maintain a seamless workflow and stay organized without breaking a sweat.

Keep your Outfield deals up-to-date effortlessly. This workflow springs into action as soon as there's a new or updated activity in Outfield; it then proceeds to create a deal directly in Outfield, saving you time and manual effort. Maintain a seamless workflow and stay organized without breaking a sweat.

  1. When this happens...
    OutfieldOutfield
    New or Updated Activity

    Triggers when an activity is created or updated, including check-ins, meetings, notes, completed tasks, and progressed deals.

    TriggerScheduled
  2. automatically do this!
    OutfieldOutfield
    Create Deal

    Creates a new deal in your pipeline.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Account TypeRequired

    • Team Member (optional)

    Trigger
    Scheduled
    Try It
    • Team Member (optional)

    Trigger
    Scheduled
    Try It
    • Team Member (optional)

    Trigger
    Scheduled
    Try It
    • Team Member (optional)

    • Activity Type (optional)

    • Form (optional)

    Trigger
    Scheduled
    Try It
    • Team Member (optional)

    • Activity Type (optional)

    • Form (optional)

    Trigger
    Scheduled
    Try It
    • Team Member (optional)

    Trigger
    Scheduled
    Try It
  • Outfield triggers, actions, and search

    Point System Specs

    Get point system specs for dropdown

    Trigger
    Scheduled
    Try It
    • Account NameRequired

    • Account TypeRequired

    • Title (optional)

    • Address Street1 (optional)

    • Address Street2 (optional)

    • Address City (optional)

    • Address State/Region (optional)

    • Address Postal Code (optional)

    • Address Country (optional)

    • Address Latitude (optional)

    • Address Longitude (optional)

    • Phone (optional)

    • Email (optional)

    • Website (optional)

    Action
    Write
outfield logo
outfield logo

About Outfield

Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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