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"?
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+14- Zapier Orchestrator & Solution Partner
Hi
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
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Paused
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Lost
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Settled / Post to commission
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Won / Paid
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Deleted (Archived)
- Beginner
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?
+14- Zapier Orchestrator & Solution Partner
Hi
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.
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