- Deal Automation
- Deal Stage Tracking
- Automate deal updates
Update deal status when stage changes
Automatically updating deal statuses when stages change ensures your sales pipeline remains accurate and up-to-date without manual effort. By triggering updates and notifications across systems whenever a deal stage shifts, you eliminate data silos and keep all stakeholders informed in real time. This automation enhances efficiency, reduces errors, and accelerates decision-making by providing a single source of truth for deal progression.
Filter by common apps:
Cal.com
Attio
Filter by Zapier
Streak
Notion
umsatz.io
Slack
HubSpot
Formatter by Zapier
Pipedrive
Microsoft Outlook
Google Sheets
Salesforce
Kiflo PRM
Webhooks by Zapier
Code by Zapier
- Update deal stage to screening call in Attio when new meeting is booked in Cal.com
- Update Notion database with deal information from Streak when deal stage changes
Update Notion database with deal information from Streak when deal stage changes
- Notify the team in Slack when a deal stage changes without required property
Notify the team in Slack when a deal stage changes without required property
- Modify deal stage to setting call and update deal properties in umsatz.io
Modify deal stage to setting call and update deal properties in umsatz.io
- Update deal status in Notion when HubSpot deal stage changes
Update deal status in Notion when HubSpot deal stage changes
- Update deal stage in Pipedrive, and notify team member via Outlook email
Update deal stage in Pipedrive, and notify team member via Outlook email
- Update Google Sheets with latest deal stage from Pipedrive, format text, and find row
Update Google Sheets with latest deal stage from Pipedrive, format text, and find row
- Update deal stage in Kiflo PRM when Salesforce deal stage changes
Update deal stage in Kiflo PRM when Salesforce deal stage changes
- Update deal status in Pipedrive based on webhook data and defined criteria
Update deal status in Pipedrive based on webhook data and defined criteria