Automatically update CRM deals when a new deal event occurs
This automation keeps your CRM system up-to-date. When a new deal-related event happens, the automation automatically updates the relevant deal information within the CRM.
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Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
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Updating deal stage based on sales activity
Automatically move deals through different stages in the pipeline based on predefined triggers (e.g., meeting scheduled, proposal sent), providing a real-time view of the sales funnel and reducing manual data entry.
More automations for this use caseUpdating contact information on a deal
Ensure all deal-related contact details are current, improving communication and collaboration across the sales team, and creating better customer relationship.
More automations for this use caseAdjusting deal value based on quote revisions
Reflect accurate potential revenue in the CRM by automatically updating the deal value when quotes are modified, improving forecasting accuracy.
More automations for this use caseSetting follow-up tasks based on deal updates
Automatically create reminders for next steps in the sales process, ensuring timely follow-up and improving deal closure rates.
More automations for this use caseNotifying managers of deal updates
Keeps sales managers informed about progress without manual check, improving sales team performance.
More automations for this use case