- Deal Automation
- Deal Stage Tracking
- Deal Stage Contact Sync
Update contact information based on deal stages
This automation category ensures contact information is automatically updated whenever deal stages change, keeping your records accurate and consistent. It streamlines data flow by triggering updates across systems without manual intervention, reducing errors and saving time. Users gain real-time visibility into deal progress and can initiate timely follow-ups based on the latest stage information.
Filter by common apps:
HubSpot
Code by Zapier
monday.com
Filter by Zapier
Delay by Zapier
Notion
Webhooks by Zapier
Pipedrive
PCRecruiter
- Update deal information in HubSpot, run Javascript, and update deal stage
- Update contact flag and maintain count in monday.com when deal stage changes to delivered
Update contact flag and maintain count in monday.com when deal stage changes to delivered
- Create database entry in Notion with deal information from HubSpot after deal stage update
Create database entry in Notion with deal information from HubSpot after deal stage update
- Update deal information, apply discount after delay in HubSpot
Update deal information, apply discount after delay in HubSpot
- Transfer candidate information from HubSpot to Notion when deal stage updates
Transfer candidate information from HubSpot to Notion when deal stage updates
- Catch deal updates from webhooks, find associations in HubSpot, get contact details, and send data to endpoint
Catch deal updates from webhooks, find associations in HubSpot, get contact details, and send data to endpoint
- Update CRM with deal information from Pipedrive, filter conditions, find person, and send data via webhook
Update CRM with deal information from Pipedrive, filter conditions, find person, and send data via webhook
- Update deal stage in HubSpot when position is closed in PCRecruiter
Update deal stage in HubSpot when position is closed in PCRecruiter
- Update contact lifecycle stage in HubSpot when deal reaches contract sent stage
Update contact lifecycle stage in HubSpot when deal reaches contract sent stage