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  1. Data Automation
  2. Record Update
  3. Auto-update database record

Update a record in a database when a deal reaches a specific stage

This automation automatically updates database records when a deal advances to a designated stage, ensuring your data reflects the latest sales progress without manual edits. By triggering on stage changes, it keeps your records accurate, reduces administrative overhead, and eliminates data entry errors. The result is real-time visibility into deal statuses, enabling faster decision-making and streamlined workflows.

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