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Pentroy + umsatz.io

Modify the stage of updated deals in umsatz.io and import contacts in Pentroy

Update your client interactions seamlessly with this workflow. When you modify the stage of a deal in umsatz.io, the client's contact information is immediately imported into Pentroy. Easily manage your evolving client relationships, keeping business operations smooth and efficient. This convenient process saves you valuable time and reduces the chance of errors in data entry.

Update your client interactions seamlessly with this workflow. When you modify the stage of a deal in umsatz.io, the client's contact information is immediately imported into Pentroy. Easily manage your evolving client relationships, keeping business operations smooth and efficient. This convenient process saves you valuable time and reduces the chance of errors in data entry.

  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!
    PentroyPentroy
    Import Contact

    Import contacts

    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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Related categories

  • Marketing
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About umsatz.io

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

Related categories