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  1. Deal Automation
  2. Deal Stage Tracking
  3. Real-time deal sync

Manage deal progress across platforms

This automation ensures that deal stage changes are synchronized across multiple systems in real time, eliminating manual data entry and reducing discrepancies. Users maintain consistent, up-to-date deal records across their workflow tools, improving team collaboration and decision-making. By automating cross-platform updates, teams save time on administrative tasks and focus on closing more deals.

Filter by common apps:

  • HubSpot
  • Zoho CRM
  • Google Sheets
  • Notion
  • Kiflo PRM
  • Webhooks by Zapier
  • Code by Zapier
  • Filter by Zapier
  • Formatter by Zapier