Notify internal and external stakeholders when deals reach new stages
Notify internal and external stakeholders when deals reach new stages
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Improve communication by informing internal and external stakeholders of deal progress, ensuring timely updates on significant stage advancements for better collaboration.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a reaction to an item.
Adds a new recurring subscription to a deal.
Adds a star to a channel.
Adds a new installment subscription.
Archives a channel.
Cancels a recurring subscription.
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