"manage deal stage changes in Pluto by adding a tag to contacts"
This workflow begins when a deal stage changes in the Pluto app. As a result, it adds a tag to the corresponding contact within the Pluto app. This process ensures that your contacts stay up to date with relevant deal stages and helps streamline your communication processes. It's an efficient way to keep your sales pipeline organized and your team informed about the status of various deals.
This workflow begins when a deal stage changes in the Pluto app. As a result, it adds a tag to the corresponding contact within the Pluto app. This process ensures that your contacts stay up to date with relevant deal stages and helps streamline your communication processes. It's an efficient way to keep your sales pipeline organized and your team informed about the status of various deals.
- When this happens...Deal Stage Changed
Triggers when a deal is moved to a new stage in Pluto.
- automatically do this!Add a Tag to Contact
Add a tag to a contact record in Pluto.
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Tag Added to Contact
Triggers when a contact is added to a tag in Pluto.
Try ItDeal Status Changed
Triggers when a deal is marked as won or lost in Pluto.
Try ItNew Deal Created
Triggers when a new deal is added to a pipeline in Pluto.
Try ItTag Removed From Contact
Triggers when a tag is removed from a contact in Pluto.
Try It
