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umsatz.io

Sales & CRM

Create new umsatz.io deals when new contacts are added in umsatz.io

Whenever a new contact is added in umsatz.io, this workflow will swiftly create a deal within the same app. This efficient process will take away the need for manual data entry, allowing your team to focus more on goal-oriented tasks and less on administrative work. Enhance your customer relations and boost productivity with this simplified, automated umsatz.io workflow.

Whenever a new contact is added in umsatz.io, this workflow will swiftly create a deal within the same app. This efficient process will take away the need for manual data entry, allowing your team to focus more on goal-oriented tasks and less on administrative work. Enhance your customer relations and boost productivity with this simplified, automated umsatz.io workflow.

  1. When this happens...
    umsatz.ioumsatz.io
    New Contact

    Triggers when a new contact is created in the system.

    TriggerInstant
  2. automatically do this!
    umsatz.ioumsatz.io
    Create Deal

    Create a new deal in the system.

    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
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  • 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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About umsatz.io

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

Related categories

  • Sales & CRM