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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.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Slack
Add a Reaction

Adds a reaction to an item.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Slack
Add a Star

Adds a star to a channel.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Slack
Archive a Channel

Archives a channel.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

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