- Sales Automation
- Sales Pipeline
- Pipeline notification alerts
Notify relevant parties about changes in sales pipeline status or new leads
Sales pipeline notification automations keep everyone on your team up to date by automatically sending alerts whenever a deal advances or a new lead is added. These workflows eliminate manual status checks and ensure that stakeholders receive timely information via email, chat, or database updates. By streamlining communication and record-keeping, they boost responsiveness, reduce missed opportunities, and maintain a clear audit trail of pipeline activity.
Filter by common apps:
Better Proposals
Pipedrive
Webhooks by Zapier
Enginemailer
Unbounce
Slack
Spruce
Bigin by Zoho CRM
Filter by Zapier
LeadConnector
Formatter by Zapier
Code by Zapier
JobTread
PaintScout
Circle
Clinicminds
- Update deal status in Pipedrive when proposal is sent in Better Proposals
- Notify endpoint when deal in Pipedrive is updated, and find person details
Notify endpoint when deal in Pipedrive is updated, and find person details
- Create a new deal in Pipedrive when a subscriber is tagged in Enginemailer
Create a new deal in Pipedrive when a subscriber is tagged in Enginemailer
- Create new deal in Pipedrive and notify team in Slack when Unbounce form is submitted
Create new deal in Pipedrive and notify team in Slack when Unbounce form is submitted
- Update sales pipeline with proposal details in Bigin by Zoho CRM when Spruce sends a proposal
Update sales pipeline with proposal details in Bigin by Zoho CRM when Spruce sends a proposal
- Create new customer in JobTread from updated lead in LeadConnector, format data, and run Python code
Create new customer in JobTread from updated lead in LeadConnector, format data, and run Python code
- Update Pipedrive deal when PaintScout quote is sent, and format text data
Update Pipedrive deal when PaintScout quote is sent, and format text data
- Invite and add new members to community and groups in Circle when pipeline stage changes in LeadConnector
Invite and add new members to community and groups in Circle when pipeline stage changes in LeadConnector
- Create a new lead in Pipedrive from Clinicminds appointment scheduled or rescheduled
Create a new lead in Pipedrive from Clinicminds appointment scheduled or rescheduled