- Sales Automation
- Pipeline Management
- Pipeline stage sync
Update and manage lead and opportunity information during pipeline stage changes
Automations triggered by opportunity pipeline stage changes streamline the management of lead and customer records across systems. They ensure that contacts and opportunities are created, updated, or refreshed automatically when deals advance, saving manual data entry and reducing errors. This continuous synchronization keeps sales teams informed, accelerates follow-ups, and improves conversion rates.
Filter by common apps:
LeadConnector
Notion
Slack
Wodify Core
HigherGov
Formatter by Zapier
Delay by Zapier
Quo
Filter by Zapier
CompanyCam
Encircle
- Update Notion database and notify Slack channel when lead pipeline stage changes
- Update client information and add tags in Wodify Core when pipeline stage changes in LeadConnector
Update client information and add tags in Wodify Core when pipeline stage changes in LeadConnector
- Transfer new opportunity data from HigherGov to Notion for better tracking
Transfer new opportunity data from HigherGov to Notion for better tracking
- Update client opportunities in LeadConnector when pipeline stage changes, and format date/time
Update client opportunities in LeadConnector when pipeline stage changes, and format date/time
- Update contact info and send personalized message in OpenPhone when pipeline stage changes in LeadConnector
Update contact info and send personalized message in OpenPhone when pipeline stage changes in LeadConnector
- Create project and update contact when lead pipeline stage changes in LeadConnector and CompanyCam
Create project and update contact when lead pipeline stage changes in LeadConnector and CompanyCam
- Notify team members, send a message to leads, and post updates in Slack when pipeline stage changes
Notify team members, send a message to leads, and post updates in Slack when pipeline stage changes
- Create property claim in Encircle when lead pipeline stage changes in LeadConnector
Create property claim in Encircle when lead pipeline stage changes in LeadConnector
- Update contact details, wait, and send follow up message in OpenPhone from LeadConnector
Update contact details, wait, and send follow up message in OpenPhone from LeadConnector
