- Sales Automation
- Sales Pipeline
- Pipeline stage automation
Transition deal stages in the sales pipeline and deliver insights to team members
Automatically transition deals through key sales stages and trigger related follow-up actions without manual intervention. Keep team members informed with real-time insights and notifications as deals advance, ensuring alignment across sales, operations, and delivery teams. Reduce human error, save time on repetitive tasks, and accelerate deal closure by seamlessly orchestrating downstream workflows.
Filter by common apps:
PandaDoc
Pipedrive
Shopify
HubSpot
Basecamp
Harvest
Jobber
Filter by Zapier
Slack
Everhour
BotConversa
Moskit
- Move completed PandaDoc document to preparation stage in Pipedrive deal
- Create a new deal in Pipedrive when a draft order updates in Shopify
Create a new deal in Pipedrive when a draft order updates in Shopify
- Create a new project in Basecamp when a deal stage updates in HubSpot
Create a new project in Basecamp when a deal stage updates in HubSpot
- Create a new project in Harvest when a deal stage updates in HubSpot
Create a new project in Harvest when a deal stage updates in HubSpot
- Create a new deal in Pipedrive when a new quote is generated in Jobber
Create a new deal in Pipedrive when a new quote is generated in Jobber
- Notify team members, create task, and send message in Slack when deal stage updates in Pipedrive
Notify team members, create task, and send message in Slack when deal stage updates in Pipedrive
- Create a new deal in HubSpot when a deal stage updates
Create a new deal in HubSpot when a deal stage updates
- Create a new project in Everhour when a deal stage updates in HubSpot
Create a new project in Everhour when a deal stage updates in HubSpot
- Create a new deal in Moskit when a new subscriber joins BotConversa
Create a new deal in Moskit when a new subscriber joins BotConversa
