Sync Contact & Account Stages

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 play will automatically update the account stage to match and you can say goodbye to tedious manual updates.

Actions this play can automate:
  • Update the account stage

Plays & Automations

Ready to put this play into action?
All templates