Salesloft + umsatz.io

"modify the stage of deals in umsatz.io and create new people in Salesloft"

Maintain consistent sales stages in Umsatz.io and Salesloft with this automated workflow. When a deal's stage is updated in Umsatz.io, the same change will be applied in Salesloft. Experience enhanced efficiency and reduce manual data management by ensuring alignment of your sales processes across both platforms. Simplify your sales operations and focus more on closing deals with this easy-to-use workflow.

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Secondary Email Address
- Personal Email Address
- Phone
- Phone Extension
- Mobile Phone
- Home Phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin Url
- Job Seniority
- Do Not Contact
- Eu Resident
- Time Locale
- Personal Website
- Twitter Handle
- Tags
- Contact Restrictions
Action
Write
- Search ByRequired
- Search TermRequired
Action
Search
- Search ByRequired
- Search TermRequired
- First Name
- Last Name
- Email Address
- Secondary Email Address
- Personal Email Address
- Phone
- Phone Extension
- Mobile Phone
- Home Phone
- Person Stage
- Account
- Owner
- City
- State
- Country
- Work location - city
- Work location - state
- Work location - country
- Company Name
- Company Website
- Company Industry
- Job Title
- Linkedin Url
- Job Seniority
- Do Not Contact
- Eu Resident
- Time Locale
- Personal Website
- Twitter Handle
- Tags
- Contact Restrictions
Action
Search or write

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
Try It
New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Search ByRequired
- Search TermRequired
Action
Search

About Salesloft

Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.

Related categories

Sales & CRM

About umsatz.io

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

Learn more

Related categories

Sales & CRM

Salesloft + umsatz.io

"modify the stage of deals in umsatz.io and create new people in Salesloft"

Supported triggers and actions

Contact Property Changed

New Activity

New Deal Created

Deal Stage Changed

Create Deal

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

Cadence Created, Updated or Deleted

Meeting Created or Updated

Person Created, Updated or Deleted

Task Created, Completed or Deleted

Create Person

Find Person

Find or Create Person

Deal Property Changed

New Contact Created

New Form Submission

Create Contact

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

Account Created, Updated or Deleted

Call Created or Updated

Note Created, Updated or Deleted

Step Created, Created/Updated or Deleted

User Created or Updated

API Request (Beta)

Find User

About Salesloft

Related categories

About umsatz.io

Related categories

Related Zap Templates

Related Zap Templates