1.Monitor new deal matches
Integrate Freshsales Suite and CRM filters to detect qualifying deals and route only matching records for reporting.
Add new deals to monthly and master report
Automatically monitor new deals that match your configured CRM filter across Freshsales Suite and Google Sheets. Create and update when new deals match filter, deal reference appears, or filtered deals qualify—so you can populate monthly reporting, append the master list, and prevent duplicate rows without manual reporting.
How this automation updates your pipeline reporting
When new deals match your configured CRM filter, delays can leave pipeline reporting out of date. This automation monitors Freshsales Suite and creates monthly and master Google Sheets rows—so your team can keep reporting consolidated.
Freshsales Suiteor swap with your favorite app
2.Create monthly worksheet row
Integrate Google Sheets and spreadsheet mapping tools to create a monthly row by filling date, title, amount, and reference columns.
Google Sheetsor swap with your favorite app
3.Append master worksheet row
Integrate Google Sheets and spreadsheet mapping tools to append the same deal fields to your master worksheet for a complete history.
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Add filtered pipeline deals to monthly reporting spreadsheet
Your filtered pipeline deals sit untracked in CRM, leaving no single workbook for monthly reconciliation. Log and flag those deals to a central sheet for clear reporting ahead of your weekly review.
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Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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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 hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
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