Instant Sync
Keep every CRM, spreadsheet, and dashboard up to date the moment a deal stage changes.
- Deal Automation
- Deal Stage Tracking
Deal Stage Tracking
Deal Stage Tracking automates the capture, update, and synchronization of every opportunity’s stage as it moves through your pipeline. Zapier instantly pushes these changes to CRMs, spreadsheets, and notification channels so no transition is missed. This ensures accurate reporting, faster follow-ups, and unified visibility for sales and ops teams.
Clear Visibility
Centralize stage histories so teams can quickly spot bottlenecks and forecast revenue with confidence.
Timely Alerts
Trigger automatic notifications to reps and stakeholders to act on deals at the right moment.
Featured use cases
Keep your sales pipeline accurate and stakeholders informed by automating deal status updates whenever stages change.
+ moreAutomatically update and sync contact details whenever deal stages change to maintain accurate records and trigger timely actions.
+ moreMonitor deal stage changes and automatically route updates, insights, and tasks to your tools for timely follow-ups and reporting.
+ moreAutomatically inform your team and update records whenever a deal progresses through its stages, eliminating manual follow-up and ensuring everyone stays aligned.
+ moreAutomatically sync deal stage changes across platforms to maintain consistent deal data and streamline workflows.
+ moreAutomatically capture, consolidate, and alert on deal stage changes for real-time pipeline visibility without manual data entry.
+ more