- Deal Automation
- Deal Stage Tracking
- Deal stage notifications
Notify relevant contacts of deal stage updates
This automation category focuses on instantly notifying relevant stakeholders when deal stages change, ensuring timely communication and collaboration without manual monitoring. By integrating CRM updates with messaging, email, and project management tools, teams stay informed and can act swiftly on new developments. This streamlines workflow, reduces response times, and maintains an accurate record of deal progress across platforms.
Filter by common apps:
Livespace
Filter by Zapier
Airtable
Slack
Zendesk
HubSpot
Formatter by Zapier
Zapier Tables
Wufoo
Follow Up Boss
Google Sheets
Pipedrive
Delay by Zapier
WordPress
- Notify the team in Slack about deal stage changes in Livespace, and update Airtable records
- Update deal stage in HubSpot when Zendesk ticket is marked complete
Update deal stage in HubSpot when Zendesk ticket is marked complete
- Notify the team in Slack when a deal stage changes in HubSpot
Notify the team in Slack when a deal stage changes in HubSpot
- Notify team channel about deal stage updates with details from HubSpot and Slack
Notify team channel about deal stage updates with details from HubSpot and Slack
- Track deal property changes in HubSpot, create records in Zapier Tables, and notify Slack channel
Track deal property changes in HubSpot, create records in Zapier Tables, and notify Slack channel
- Notify team in Slack, update contact stage in Follow Up Boss, and create record in Airtable
Notify team in Slack, update contact stage in Follow Up Boss, and create record in Airtable
- Notify team in Slack when deal stage updates in HubSpot with details and link
Notify team in Slack when deal stage updates in HubSpot with details and link
- Create project overview in WordPress, and notify Slack channel when deal stage updates
Create project overview in WordPress, and notify Slack channel when deal stage updates
- Update spreadsheet with deal info and notify team in Slack when deal stage changes
Update spreadsheet with deal info and notify team in Slack when deal stage changes