- Sales Automation
- Sales Pipeline
- Pipeline stage automation
Transition deal stages in the sales pipeline and deliver insights to team members
Automatically transition deals through key sales stages and trigger related follow-up actions without manual intervention. Keep team members informed with real-time insights and notifications as deals advance, ensuring alignment across sales, operations, and delivery teams. Reduce human error, save time on repetitive tasks, and accelerate deal closure by seamlessly orchestrating downstream workflows.
Filter by common apps:
Pipedrive
Filter by Zapier
Slack
PandaDoc
HubSpot
Xero
Basecamp
Harvest
Jobber
Everhour
Scoro
- Notify team members, create task, and send message in Slack when deal stage updates in Pipedrive
- Move completed PandaDoc document to preparation stage in Pipedrive deal
Move completed PandaDoc document to preparation stage in Pipedrive deal
- Create quote draft in Xero and notify sales team in Slack when deal stage updates in HubSpot
Create quote draft in Xero and notify sales team in Slack when deal stage updates in HubSpot
- Create a new project in Basecamp when a deal stage updates in HubSpot
Create a new project in Basecamp when a deal stage updates in HubSpot
- Create a new deal in HubSpot when a deal stage updates
Create a new deal in HubSpot when a deal stage updates
- Create a new project in Harvest when a deal stage updates in HubSpot
Create a new project in Harvest when a deal stage updates in HubSpot
- Create a new deal in Pipedrive when a new quote is generated in Jobber
Create a new deal in Pipedrive when a new quote is generated in Jobber
- Create a new project in Everhour when a deal stage updates in HubSpot
Create a new project in Everhour when a deal stage updates in HubSpot
- Create deal in Pipedrive when quote is confirmed in Scoro
Create deal in Pipedrive when quote is confirmed in Scoro