1.Detect updated deal records
Integrate NetHunt CRM to filter updated deal records and continue only for qualifying agreement-marker changes.
Create linked contract and deal records from updates
Automatically monitor updated deal records in NetHunt CRM and watch for service agreement marker changes across CRM workflows. Create and update agreement and deal links when new-agreement or updated-agreement markers saveβso you can create agreement records, update deal entries, and link references without manual tracking.
How this automation links agreements to deals
When service agreement marker updates land in scattered CRM records, renewal and installation tracking can slip. This automation filters qualifying deals, creates agreement and deal records, and links them bi-directionallyβso your team can work with clean references.
NetHunt CRMor swap with your favorite app
2.Create agreement record in workspace
Integrate NetHunt CRM to create a dedicated agreement record and map title, contract value, renewal date, and contact fields.
3.Create related deal record
Integrate NetHunt CRM to create the related deal record and map agreement reference, deal description, stage, and probability.
4.Add bi-directional agreement link
Integrate NetHunt CRM to update the agreement record with a two-way link and populate key reference fields from the source deal.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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