TemplatesSync Deal & Account Stages (CRM Automation)
Sync Deal & Account Stages (CRM Automation)
Manual stage syncing causes messy data and pipeline confusion. This workflow keeps your CRM clean by automatically aligning account and deal stages — without human error.
Why It Works
- Intent: Ensure CRM stages stay in lockstep
- Impact: Eliminate manual errors and accelerate pipeline reporting
The CRM Sync Automation
Trigger
Deal stage changes in your CRM (e.g., from “Demo Scheduled” to “Contract Sent”)
Conditions
- Associated account exists
- Deal is active
Actions
- Update account stage to match deal stage
- Log activity in Apollo + CRM
- Notify AE or AM via Slack
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