- Sales Automation
- Sales Pipeline
- Automate sales pipeline
Update and manage opportunities in a sales pipeline based on stage changes
Automate your entire sales pipeline by triggering updates and records whenever opportunity stages change, ensuring that your team always works with the latest data without manual effort. This category streamlines communication by syncing contacts, logging new opportunities, and maintaining consistent records across CRMs, spreadsheets, and contract management tools. As a result, you’ll eliminate data silos, reduce manual errors, and get instant visibility into high-value deals for more efficient pipeline management.
Filter by common apps:
Zendesk Sell
Proposify
LeadConnector
Webhooks by Zapier
monday.com
HubSpot
Notion
Salesmap
Filter by Zapier
Google Docs
SharpSpring
Quo
- Update deal timestamp in Zendesk Sell when deal enters new stage
- Track lost opportunities in LeadConnector when a proposal is declined in Proposify
Track lost opportunities in LeadConnector when a proposal is declined in Proposify
- Update database record with new information from LeadConnector and Webhooks by Zapier
Update database record with new information from LeadConnector and Webhooks by Zapier
- Update monday.com with completed appointment notes when LeadConnector pipeline stage changes
Update monday.com with completed appointment notes when LeadConnector pipeline stage changes
- Update and archive project items in Notion when deal stage changes in HubSpot
Update and archive project items in Notion when deal stage changes in HubSpot
- Create a new Notion database entry when a deal stage updates in Salesmap
Create a new Notion database entry when a deal stage updates in Salesmap
- Create a document in Google Docs when a specific column changes in monday.com
Create a document in Google Docs when a specific column changes in monday.com
- Update or create lead in SharpSpring when opportunity stage changes in LeadConnector
Update or create lead in SharpSpring when opportunity stage changes in LeadConnector
- Update contact in OpenPhone when opportunity stage changes in LeadConnector
Update contact in OpenPhone when opportunity stage changes in LeadConnector