1.Catch sale completion webhook
Integrate Webhooks by Zapier and webhook payload parsing to receive the sale completion payload and extract sale reference fields.
Move closed deal from pending to master sheet
Automatically catch sale-complete webhooks across Webhooks by Zapier and Google Sheets. Create and update closed deal rows and clear pending entries when sale completion payloads arrive, sale references match, or submission fields are receivedβso you can lookup, create, and delete without manual sheet updates.
How this automation clears pending deals automatically
When sale completion webhooks fire, pending deals can linger and reporting gets out of sync. This automation catches webhook payloads, looks up pending rows, creates master closed entries, and deletes pending rowsβso your team maintains accurate deal tracking.
Webhooks by Zapieror swap with your favorite app
2.Look up pending row by reference
Integrate Google Sheets and spreadsheet search to look up the pending worksheet row by sale reference and return the row id.
Google Sheetsor swap with your favorite app
3.Format text and encode form tokens
Integrate Formatter by Zapier and text transforms to url-encode key fields and produce tokens for the external form link.
Formatter by Zapieror swap with your favorite app
4.Create master closed deal row
Integrate Google Sheets and hyperlink building to create a master closed row, set status, and insert a prebuilt form link.
5.Delete pending row after close
Integrate Google Sheets and row deletion logic to remove the matched pending row by row id only after the master row is created.
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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