Sync Contact and Account Stages in Your CRM

Academy

Templates

Sync Contact & Account Stages

When a contact changes stage, automatically update the account stage to keep your CRM squeaky clean.

You’ve been reaching out to a few contacts at the same company and finally—you get a bite!

Once the contact stage changes to indicate interest, this workflow will automatically update the account stage to match and you can say goodbye to tedious manual updates.

Actions this workflow can automate:

Update the account stage

Workflows & Automations

Ready to put this workflow into action?

All templates

Workflows & Automations

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Pre-meeting insights

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Workflows & Automations

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Sequences

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Sequences

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Sequences

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Sequences

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Workflows & Automations

Target Inbound Demo Requests Using Conditional Logic

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Workflows & Automations

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Workflows & Automations

Target Website Visitors Using Conditional Logic

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Pre-meeting insights

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Sequences

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Workflows & Automations

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How to Use Workflows to Automate Your Sales Process

Sync Contact & Account Stages

When a contact changes stage, automatically update the account stage to keep your CRM squeaky clean.

Actions this workflow can automate:

Ready to put this workflow into action?

All templates

Ask Happy Customers for Referrals

Ask Happy Customers for Reviews

Assign as B2B or B2C

Assign as SaaS or non-SaaS

Automatically Hit No-Shows

Call When Email is Opened or Clicked

Congratulate on New Role

Congratulate Recently Promoted Contacts

Conversation Starter Cold Calling Script

Convert Inbound Leads

Create Deal When Contact Is Interested

Create Deals From Booked Meetings

Demo Call Scorecard

Discovery Call Scorecard

End Sequence for Outdated Contacts

Engage Prospects Who Open Your Email

SeanO’Brien

Engage Your Product's Users

Find the Right Contact

Follow up on Deals Showing No Progress

Follow Up On No-Show Meetings

Generate an Opening Line from Professional Posts

Generate Personalized Email

Get Ahead of Renewals

Get overview on meeting attendees

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify decision-makers in this meeting

Identify Likely-to-Engage Contacts

Identify Pre-Construction Projects

DahraPatel

Identify Who Your Target Company Sells To

Instantly Hit New Inbounds

Keep Deal Next Steps Up-to-Date

Know if a Company had Executive Changes

Learn about company priorities

Learn Company Priorities

Re-Book Meeting No Shows

Reach out to High-Value Signups

Reach Website Visitors

Replace Bounces With New Contacts

Reveal Company Pain Points

Spot Companies Hiring for Specific Roles

TasosNikolaou

Summarize Company News

Summarize Contact’s Professional Background

Summarize key company information

Summarize objections from past meetings

Summarize Product and Industry Insights

CarolOlona

Summarize Professional Posts

Summarize Relevant Job Postings

Sync Deal & Account Stages

Tailor Messaging to Role

Target Former Champions

Target High Intent Prospects

Target Inbound Demo Requests Using Conditional Logic

Target Leads Based on Software or Products They Use

Target People Researching Your Category Using Conditional Logic

Target Website Visitors Using Conditional Logic

The Quick Pitch Cold Calling Script

Upsell When Users Hit a Limit

View meeting history with this company

View next steps from last meeting

Sean
O’Brien

Dahra
Patel

Tasos
Nikolaou

Carol
Olona

René
Cobar