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.
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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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