- Deal Automation
- Deal Stage Tracking
- 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
- Transfer deal information from HubSpot to Zoho CRM when deal stage updates
- Track deal progress in HubSpot, find owner, update Google Sheets, and create item in Notion
Track deal progress in HubSpot, find owner, update Google Sheets, and create item in Notion
- Synchronize deal line items between Kiflo PRM and HubSpot when deal stage changes
Synchronize deal line items between Kiflo PRM and HubSpot when deal stage changes
- Update HubSpot deal stage when Kiflo PRM deal stage changes
Update HubSpot deal stage when Kiflo PRM deal stage changes