- Sales Automation
- Pipeline Management
- Dynamic pipeline routing
Update and move deals to specific pipeline stages based on criteria
Automatically routing deals through customized pipeline stages ensures that every opportunity advances without manual oversight. By setting specific criteria, deals are instantly moved to the appropriate stage, reducing delays and human error. This automation enhances visibility into sales progress and frees teams to focus on high-value activities.
Filter by common apps:
Ezekia
Google Sheets
Streak
Filter by Zapier
Close
Zendesk Sell
Pipedrive
Airtable
Formatter by Zapier
Recruit CRM
Spruce
Bigin by Zoho CRM
monday.com
WooSender
- Update Google Sheets with candidate information from Ezekia when pipeline status changes
- Manage project pipeline in Streak, filter criteria, and update Google Sheets
Manage project pipeline in Streak, filter criteria, and update Google Sheets
- Transition opportunities to pipeline status, update opportunity, and subscribe contact to workflow in Close
Transition opportunities to pipeline status, update opportunity, and subscribe contact to workflow in Close
- Capture new deals in Zendesk Sell, filter by criteria, and update deal stage
Capture new deals in Zendesk Sell, filter by criteria, and update deal stage
- Trigger new deal in Pipedrive, update existing deal, and create follow-up deal in Pipedrive
Trigger new deal in Pipedrive, update existing deal, and create follow-up deal in Pipedrive
- Process poll responses in Google Sheets, find candidate in Airtable, update candidate pipeline
Process poll responses in Google Sheets, find candidate in Airtable, update candidate pipeline
- Update candidate status and deal stage in Recruit CRM
Update candidate status and deal stage in Recruit CRM
- Update job status in pipeline when Spruce job status changes
Update job status in pipeline when Spruce job status changes
- Move leads to pipeline stage in monday.com and WooSender when status updates
Move leads to pipeline stage in monday.com and WooSender when status updates
