- 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
SharpSpring
Estimate Rocket
CloudTalk
Zoho CRM
Filter by Zapier
Close
ShipStation
Kit
monday.com
JobTread
- Update or create lead in SharpSpring when opportunity stage changes in LeadConnector
- Create or update sales opportunities in LeadConnector from new invoices in Estimate Rocket
Create or update sales opportunities in LeadConnector from new invoices in Estimate Rocket
- Create a new contact in CloudTalk when LeadConnector pipeline stage changes
Create a new contact in CloudTalk when LeadConnector pipeline stage changes
- Create or update opportunity in LeadConnector from new Zoho CRM lead
Create or update opportunity in LeadConnector from new Zoho CRM lead
- Transition opportunities in Close to active client status and create new opportunities
Transition opportunities in Close to active client status and create new opportunities
- Create an order in ShipStation for updated opportunities in LeadConnector
Create an order in ShipStation for updated opportunities in LeadConnector
- Update subscriber info and manage tags in Kit from LeadConnector pipeline stage change
Update subscriber info and manage tags in Kit from LeadConnector pipeline stage change
- Update sales opportunity status and move to group in monday.com from LeadConnector
Update sales opportunity status and move to group in monday.com from LeadConnector
- Create or update contact and opportunity in LeadConnector from new job in JobTread
Create or update contact and opportunity in LeadConnector from new job in JobTread