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  • What is the difference between the "Changes Status" vs. "Changes Stage" in Salestrekker?
Question

What is the difference between the "Changes Status" vs. "Changes Stage" in Salestrekker?

E

If I set up a zap with "deal changes status in salestrekker", what does the "changes status" mean?

 

How is that different from "deal changes stage in salestrekker"?

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @ereurts 

Info from Salestrekker help articles:

https://support.salestrekker.com/en/articles/1046848-how-to-change-deal-status-or-delete-it

https://support.salestrekker.com/en/articles/1046663-moving-deal-through-the-workflows-and-stages

 

Deal Stages are part of a workflow pipeline.

 

Deal status can categorize deals into the following states:

  • Open

  • Paused

  • Lost

  • Settled / Post to commission

  • Won / Paid

  • Deleted (Archived)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E

Ok, great. Thanks! So I might need triggers for both. Because marking a deal as “lost” will not fire a zap that triggers on “Deal Change stage”

 

Another question, do you know if a zap fires when a deal changes workflow?

 

Troy Tessalone
Userlevel 7
Badge +14

Hi @ereurts 

If a Deal changes a workflow pipeline, then it would likely change the stage, so that might fire the Zap trigger: Deal Changes Stage

 

When in doubt, test it out.

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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