1.Monitor new deal updates
Integrate Salestrekker and deal tracking tools to catch deal created or changed events to trigger pipeline actions.
Add and remove deals in shared tracker instantly
Automatically monitor new deal created or changed events across Salestrekker, Zapier Tables, and Google Sheets. Create and update pipeline records, add active tracker rows, and delete inactive entries—so you can keep deals accurate without manual pipeline updates.
How this automation protects your active pipeline
When new deals are created or changed, outdated tracker entries can mislead brokers and owners. This automation formats audit timestamps, creates and updates pipeline records, and deletes inactive entries—so your team sees an accurate pipeline.
Salestrekkeror swap with your favorite app
2.Formats audit timestamps
Integrate Formatter by Zapier and time formatting tools to map the current date time to a UTC timestamp for record audit.
Formatter by Zapieror swap with your favorite app
3.Creates pipeline record
Integrate Zapier Tables and data mapping tools to create a record that maps deal reference, stage, owner, and UTC timestamps.
Zapier Tablesor swap with your favorite app
4.Adds tracker row
Integrate Google Sheets and spreadsheet tracking tools to add a row with deal reference, name, status, value, and owner.
Google Sheetsor swap with your favorite app
5.Finds matching record
Integrate Zapier Tables and search tools to find an existing record by deal reference to detect duplicates or prior entries.
6.Deletes inactive record
Integrate Zapier Tables and record pruning tools to delete the table record when status matches inactive markers.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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.
ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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