1.Monitors deal updated
Integrate Freshsales Suite and CRM event tracking to detect deal stage moves and start row updates for campaign performance.
Update campaign performance sheet when deals close won or lost
Automatically detect deal updated events across Freshsales Suite and reporting sheets. Create and update won or lost campaign rows when deals close, so you can keep conversion, revenue, and loss reasons accurate without manual sheet updates.
How this automation keeps campaign reporting accurate
When deals close without updating campaign reporting sheets, numbers drift and stakeholders lose trust. This automation monitors deal stage changes and updates sheet rows for won and lost outcomesβso your team can trust conversion and revenue reporting.
Freshsales Suiteor swap with your favorite app
2.Looks up spreadsheet row
Integrate Google Sheets and spreadsheet data lookup tools to find the matching campaign row by contact email.
Google Sheetsor swap with your favorite app
3.Finds record for loss reason
Integrate Zapier Tables and mapping tools to find the mapped loss reason from deal prediction keys.
Zapier Tablesor swap with your favorite app
4.Branches on deal stage
Integrate Paths by Zapier and routing logic to send won deals and lost deals to the right sheet update path.
Paths by Zapieror swap with your favorite app
5.Updates row for lost deals
Integrate Google Sheets and spreadsheet update tools to set conversion to No, loss amount, and loss reason.
6.Updates row for won deals
Integrate Google Sheets and spreadsheet update tools to set conversion to Yes, update revenue, and write closed date.
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