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Roberto Cornejo
This would be awesome. Let me show an example. I work with Nusii a proposal software. Right now, the most that can be done is to create a client if a prospect is created or updated. It would be really cool if I could for example tag a prospect once he becomes a client and then get him created in Nusii with his own duplicate of a proposal according to the type of service. I hope the example helps.
M
Matt Miciula
Please allow Zapier to recognize when meeting are booked with outplay with client data including opportunities and custom fields. This is important for out sales tracking.
P
Pratik Jain
under review
J
Jordan Choo
I would love to see this built, the current integration is limiting. By expanding it (e.g. whenever a step is completed), it would be absolutely game changing.