- Sales Automation
- Sales Pipeline
- Automate sales pipeline
Update and manage opportunities in a sales pipeline based on stage changes
Automate your entire sales pipeline by triggering updates and records whenever opportunity stages change, ensuring that your team always works with the latest data without manual effort. This category streamlines communication by syncing contacts, logging new opportunities, and maintaining consistent records across CRMs, spreadsheets, and contract management tools. As a result, you’ll eliminate data silos, reduce manual errors, and get instant visibility into high-value deals for more efficient pipeline management.
Filter by common apps:
LeadConnector
ABC Trainerize
umsatz.io
LaunchBay
Zapier Tables
HubSpot
Gmail
17hats
Close
Filter by Zapier
Concord CLM
Kit
Mobile Text Alerts
Quo
- Update client information, create or update client, and tag client in ABC Trainerize when opportunity stage changes in LeadConnector
- Update contact properties when deal stage changes in umsatz.io
Update contact properties when deal stage changes in umsatz.io
- Notify team members and update deal stage in HubSpot after file upload in Motion.io
Notify team members and update deal stage in HubSpot after file upload in Motion.io
- Create a new contact in 17hats when the pipeline stage changes in LeadConnector
Create a new contact in 17hats when the pipeline stage changes in LeadConnector
- Update opportunity status in Close when lead stage changes in LeadConnector
Update opportunity status in Close when lead stage changes in LeadConnector
- Track and update new opportunities in Close based on specific criteria
Track and update new opportunities in Close based on specific criteria
- Create a new document in Concord CLM from HubSpot deal stage update
Create a new document in Concord CLM from HubSpot deal stage update
- Update subscriber info, tag subscriber, add subscriber, and group subscriber in Mobile Text Alerts
Update subscriber info, tag subscriber, add subscriber, and group subscriber in Mobile Text Alerts
- Update contact in OpenPhone when opportunity stage changes in LeadConnector
Update contact in OpenPhone when opportunity stage changes in LeadConnector