- 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:
Wufoo
Slack
Follow Up Boss
Airtable
HubSpot
Zapier Tables
Google Sheets
umsatz.io
Superchat
Filter by Zapier
Formatter by Zapier
Livespace
Pipedrive
Microsoft Teams
LeadConnector
- Notify team in Slack, update contact stage in Follow Up Boss, and create record in Airtable
- Notify stakeholders and update tracking system when deal stage changes in HubSpot
Notify stakeholders and update tracking system when deal stage changes in HubSpot
- Update or create contact in Follow Up Boss when deal stage changes
Update or create contact in Follow Up Boss when deal stage changes
- Update deal stage in umsatz.io and send WhatsApp message in Superchat
Update deal stage in umsatz.io and send WhatsApp message in Superchat
- 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
- Notify the team in Slack about deal stage changes in Livespace, and update Airtable records
Notify the team in Slack about deal stage changes in Livespace, and update Airtable records
- Update deal stage, create follow up task, and notify team in Microsoft Teams
Update deal stage, create follow up task, and notify team in Microsoft Teams
- Update contact status, create note, and add contact in LeadConnector from Pipedrive deal stage change
Update contact status, create note, and add contact in LeadConnector from Pipedrive deal stage change