24 docs tagged with "deals"

CRM and marketing automation platform with API key authentication and CRM data export

Automatically adds followers to deals when they enter a stage

Automatically adds notes to deals when they enter a stage

Automatically adds CRM tags to deals when they enter a stage

Automatically reassigns deal ownership when deals enter a stage

Automatically creates InstaReports for deal contacts when deals enter a stage

Automatically creates InstaSites for deal contacts when deals enter a stage

Automatically creates reminders for deals when they enter a stage

Export contacts, deals, and accounts with pagination, filtering, and ordering

Export deals, contacts, organizations, notes, pipelines, and stages from Pipedrive CRM

Centralized contact, deal, pipeline, automation, and reminder services for DashClicks CRM

CRM workflow automation engine with 11 action types and delay triggers

CSV deal import with field mapping and pipeline stage assignment

CRM deal pipeline and assignment notifications

Pipeline deal lifecycle, currency conversion, and automation overrides

Deal import and automation workflow processing

Dynamic CRM filters for contacts, deals, and businesses with real-time counts

Dynamic filtering system for CRM deals and contacts with real-time count aggregation, visibility controls, and custom filter management

Export contacts, companies, deals, and notes from Hubspot CRM

Automatically moves deals to a different stage

Automatically removes CRM tags from deals when they enter a stage

Complete OAuth 2.0 authentication and CRM data export documentation

Automatically sends emails to deal contacts when deals enter a stage

Automatically sends SMS messages to deal contacts when deals enter a stage