- 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:
Webhooks by Zapier
HubSpot
Follow Up Boss
Filter by Zapier
Looping by Zapier
Formatter by Zapier
Pipedrive
PCRecruiter
Zoho CRM
ActiveCampaign
Wufoo
Delay by Zapier
Notion
- Catch deal updates from webhooks, find associations in HubSpot, get contact details, and send data to endpoint
- Update contact stage in Follow Up Boss based on deal stage changes, and filter relevant contacts
Update contact stage in Follow Up Boss based on deal stage changes, and filter relevant contacts
- Trigger actions when deal stage updates in HubSpot, find associated contacts, format date, and send POST request
Trigger actions when deal stage updates in HubSpot, find associated contacts, format date, and send POST request
- 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
- Track consultation stages in Zoho CRM and update contacts in ActiveCampaign
Track consultation stages in Zoho CRM and update contacts in ActiveCampaign
- Update deal stage in Follow Up Boss from Wufoo form feedback, and retrieve data with Webhooks
Update deal stage in Follow Up Boss from Wufoo form feedback, and retrieve data with Webhooks
- 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
