Instant Alerts
Receive automatic notifications to the right stakeholders the moment a deal moves stages, eliminating lag and missed updates.
- Deal Automation
- AI Deal Stage Tracking
AI Deal Stage Tracking
AI Deal Stage Tracking automates how your CRM monitors and reacts to changes in pipeline stages. Zapier uses AI to instantly identify stage transitions, push alerts, and enrich related records without manual effort. This keeps sales teams informed, speeds follow-up, and maintains clean, up-to-date data.
Stage Insights
Track and log every transition so you can analyze bottlenecks, forecast revenue more accurately, and improve your sales process.
Data Hygiene
Autofill and update contact and deal fields as stages change, ensuring your CRM stays consistent and reliable.
Featured use cases
Automatically update contact profiles based on deal stage transitions, capturing and creating record entries seamlessly.
+ moreUse AI to track deal stage transitions and reformat lead data automatically for accurate, up-to-date records and faster follow-up.
+ moreInstantly alert relevant stakeholders of sales deal stage changes to keep teams aligned and responsive.
+ more