By default this will only trigger deals owned by individual account. To be able to get triggers for all deals in organization, please connect organization owner account to Zapier.

Deal Id or name of the deal with will be used for search in the third step.

Id or Email of Contact, it must be unique or provide additional data for filtering

Salestrekker is CRM software for finance professionals.

Salestrekker

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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