Create deals from new place accounts in Outfield
Don't miss out on adding your new leads into your sales pipeline with this automation. Create deals in Outfield when new places in Outfield are created and quickly assign them to one of your team members. You can customize this Zapier template to change attributes such as deal stage, initial deal amount, notes within the deal, and more.
Don't miss out on adding your new leads into your sales pipeline with this automation. Create deals in Outfield when new places in Outfield are created and quickly assign them to one of your team members. You can customize this Zapier template to change attributes such as deal stage, initial deal amount, notes within the deal, and more.
- When this happens...New Account
Triggers when a new account is created, i.e. either a place or a contact.
- automatically do this!Create Deal
Creates a new deal in your pipeline.
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Account TypeRequired
Team Member (optional)
Try ItTeam Member (optional)
Try ItTeam Member (optional)
Try ItTeam Member (optional)
Activity Type (optional)
Form (optional)
Try It
Team Member (optional)
Activity Type (optional)
Form (optional)
Try ItTeam Member (optional)
Try ItPoint System Specs
Get point system specs for dropdown
Try ItAccount 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)
