- Deal Automation
- Deal Management
- Automate new deals
Manage new deals based on specific criteria
This automation category streamlines the process of creating, updating, and notifying teams about new deals across CRM systems without manual intervention. By using event triggers, it ensures that whenever a new deal meets specific criteria—such as reaching a key stage or matching user details—it’s automatically recorded and linked to relevant records. This reduces data entry errors, accelerates response times, and keeps sales pipelines accurate and up-to-date.
Filter by common apps:
HubSpot
Wix
Pipedrive
Filter by Zapier
Ninja Forms
4Degrees
Teamleader Focus
Google Forms
Slack
MeisterTask
umsatz.io
- Create deal for new HubSpot contact, find contact, and create associations
- Create a new deal in Pipedrive when a client checks in on Wix
Create a new deal in Pipedrive when a client checks in on Wix
- Create and manage deals in Pipedrive, notify team members, and add followers
Create and manage deals in Pipedrive, notify team members, and add followers
- Create new deal in Pipedrive for matching deals, find person, and include details
Create new deal in Pipedrive for matching deals, find person, and include details
- Create new deal in 4Degrees from Ninja Forms submission
Create new deal in 4Degrees from Ninja Forms submission
- Create new deal in Teamleader Focus when a deal is accepted
Create new deal in Teamleader Focus when a deal is accepted
- Create and update deals in Pipedrive based on matching criteria
Create and update deals in Pipedrive based on matching criteria
- Create new deal in Pipedrive and notify team in Slack when form response is submitted
Create new deal in Pipedrive and notify team in Slack when form response is submitted
- Create a new deal in umsatz.io from completed MeisterTask task and retrieve contact information
Create a new deal in umsatz.io from completed MeisterTask task and retrieve contact information
