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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"?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

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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