- 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:
LeadConnector
Lark
HubSpot
Slack
Google Sheets
Zapier Tables
DripJobs
Filter by Zapier
umsatz.io
Facebook Conversions
Zendesk Sell
Formatter by Zapier
Pipedrive
- Log opportunity stage updates in Lark when pipeline stage changes in LeadConnector
- Create a new Slack channel, invite team members, and log deal information in Google Sheets when HubSpot deal updates
Create a new Slack channel, invite team members, and log deal information in Google Sheets when HubSpot deal updates
- Update deal stages in Google Sheets from HubSpot changes, and modify records in Zapier Tables
Update deal stages in Google Sheets from HubSpot changes, and modify records in Zapier Tables
- Log deal details in Google Sheets when deal stage changes in DripJobs
Log deal details in Google Sheets when deal stage changes in DripJobs
- Update deal stage in umsatz.io, and send event data to Facebook Conversions
Update deal stage in umsatz.io, and send event data to Facebook Conversions
- 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
- 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 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