- Deal Automation
- Deal Stage Tracking
- Automated Deal Stage Logging
Log deal stage updates for tracking
This automation category automatically captures and records changes in deal stages to a centralized tracking system, ensuring that sales teams always have an up-to-date view of their pipeline without manual work. It reduces errors and saves time by removing the need for manual data entry and consolidating all updates in one place. By delivering real-time visibility and timely alerts, it helps teams make informed decisions faster and maintain consistent follow-up on every opportunity.
Filter by common apps:
umsatz.io
Facebook Conversions
Pipedrive
Formatter by Zapier
Google Sheets
Slack
Follow Up Boss
Notion
Filter by Zapier
Copper
Zendesk Sell
HubSpot
Trello
Microsoft Outlook
LeadConnector
Lark
- Update deal stage in umsatz.io, and send event data to Facebook Conversions
- Log updated deal stages in Google Sheets, format date, and notify team in Slack
Log updated deal stages in Google Sheets, format date, and notify team in Slack
- Update deal tracking in Notion when deal stage changes in Follow Up Boss
Update deal tracking in Notion when deal stage changes in Follow Up Boss
- Update tracking sheet and notify team channel when opportunity stage changes in Copper, and create row in Google Sheets, and send message in Slack
Update tracking sheet and notify team channel when opportunity stage changes in Copper, and create row in Google Sheets, and send message in Slack
- Log deal updates in Google Sheets from Zendesk Sell, format date of last stage change
Log deal updates in Google Sheets from Zendesk Sell, format date of last stage change
- Update tracking sheet with new deal information from Zendesk Sell and Google Sheets
Update tracking sheet with new deal information from Zendesk Sell and Google Sheets
- Update tracking sheet with deal details from Pipedrive, format numbers, find row, and update row in Google Sheets
Update tracking sheet with deal details from Pipedrive, format numbers, find row, and update row in Google Sheets
- Track deal progress in Trello, and notify team via Outlook when deal stage updates in HubSpot
Track deal progress in Trello, and notify team via Outlook when deal stage updates in HubSpot
- Log opportunity stage updates in Lark when pipeline stage changes in LeadConnector
Log opportunity stage updates in Lark when pipeline stage changes in LeadConnector