1.Monitor deal stage updates
Integrate Pipedrive and reporting tools to capture the presented-stage deal and owner data to create your log context.
Create presentation log for each deal moved to presented
Automatically monitor deals entering the presented stage across Pipedrive and Zapier Tables. Automatically create and update monthly presentation counts when deal stage updates to presented, deal enters presented stage, or presented transitionsβso you can protect reporting, accelerate coaching insights, and skip manual tallying without manual reporting.
How this automation updates your presentation tally
When deals enter the presented stage without logging, coaching data arrives late and leaders miss trends. This automation pulls deal details from Pipedrive, formats month-owner keys, creates a worksheet row, and updates Zapier Tablesβso your team can report consistently.
Pipedriveor swap with your favorite app
2.Format month owner key
Integrate Formatter by Zapier and data transformation tools to format deal dates into YYYYMM and build a month-owner key.
Formatter by Zapieror swap with your favorite app
3.Create presentation row
Integrate Google Sheets and spreadsheets to create a row per event with the deal title, owner name, deal reference link, and month.
Google Sheetsor swap with your favorite app
4.Increment monthly presentations
Integrate Zapier Tables and record management tools to find or create the month-owner record and increment presentation counts.
Zapier Tablesor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Bigin by Zoho CRM, Formatter by Zapier, Google Sheets, Filter by ZapierSwap with your favorite apps.
Add closed deals to individual rep performance tracker
Your CRM's Closed Won deals don't appear in each rep sheet, causing commission mistakes and late monthly reports. Log Closed Won deals to the rep sheet so reporting and commissions are ready same day.
- Apps: Pipedrive, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add contract performance row when a deal closes
You miss contract detail when closed deals aren't added to your performance tracker. Rows are added to the central sheet so project managers can review and act before the next event.
- Apps: Superchat, Filter by Zapier, LeadMetricsSwap with your favorite apps.
Add customer conversion to campaign metrics for sales reporting
When contacts flip to customer in your messaging CRM, campaign counts can slip out of sync and reporting gets delayed. You get updated campaign customer counts for accurate reports within minutes.
- Apps: Schedule by Zapier, HubSpot, Code by Zapier, Google SheetsSwap with your favorite apps.
Add daily booked-call rate to your performance dashboard
Your opted-in contact counts and booked meetings aren't consolidated, leaving sales ops without a daily conversion metric. It records the booked-call percentage to a dashboard row for morning reviews.
- Apps: Webhooks by Zapier, Formatter by Zapier, Slack, DataboxSwap with your favorite apps.
Add end-of-day sales metrics to your central dashboard
Your sales end-of-day reports arrive in chat and aren't consolidated, so you can't compare rep performance quickly. Get consolidated daily metrics for review and planning by the next morning.
- Apps: FanBasis, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add formatted sale totals to MTD sales dashboard
Unlogged marketplace sales leave your MTD GMV sheet out of sync and daily reports missing revenue rows. Capture and format each sale for finance and business owners so reports are ready same day.
- Apps: Close, Filter by Zapier, Formatter by Zapier, Paths by Zapier, Google SheetsSwap with your favorite apps.
Add monthly call success totals to sales dashboard sheet
Your sales calls aren't tallied by month, so managers lack accurate performance snapshots. This creates per-month totals in your configured worksheet, keeping reports current same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add outbound call rows to SDR performance sheet
Your outbound call records from the phone system are scattered, preventing timely SDR performance tracking and coaching. Get standardized call rows added to a performance sheet for same-day reporting.
- Apps: VanillaSoft, Formatter by Zapier, Zoho AnalyticsSwap with your favorite apps.
Add sales call results to centralized analytics table daily
Your sales call records sit in the dialer, leaving reps and ops without timely pipeline context. Consolidate call results into analytics so reporting and handoffs are updated same day.
- Apps: Schedule by Zapier, Salesforce, Google SheetsSwap with your favorite apps.
Add weekly opportunity and win rows to dashboard sheet
Your CRM-only pipeline leaves support ops without a consolidated view of renewals and expansions. Weekly exports create a single revenue sheet so your team acts on current wins before weekly reviews.
- Apps: Pipedrive, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add won deals to reporting sheet for revenue tracking
Your won deals aren't captured in reporting, causing attribution gaps and delayed billing. It logs each won deal to your reporting sheet so marketing ops and leadership see revenue updates same day.
- Apps: HubSpot, Zoho Books, Google Sheets, SlackSwap with your favorite apps.
Add won deal to performance sheet and alert team
Your CRM's closed deals lack consistent handoffs, causing reporting gaps and delayed revenue visibility. Add wins to the sales sheet and notify owners for same-day reporting and faster forecast updates.
- View all
Explore all sales performance tracking automations
Improve sales performance visibility with automated metric alerts, rep activity tracking, and dashboard updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.