CRM
Zapier
Build automated workflows customised for your role and business
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Overview
Automate the process of keeping your CRM up-to-date by letting Zapier take care of it for you.
How it works
Create a Zapier pipeline (Zap) that is triggered when the status of a proposal is updated, your Zap will then take care of creating a new Deal and updating information such as the stage of the Deal in your CRM.
Configuration
Generate an API key for your user, and ask the Customer Success team to activate Zapier on your account.
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