Sales CRM

Prospectio Integration

Prospectio is a sales engagement platforms that help sales teams automate personal email outreaches, follow-ups, calls, and tasks

Supported triggers and actions

Create Deal

Create a deal.

Mark Deal as Won

Mark deal as won.

Action

Mark Deal as Lost

Mark deal as lost.

Update Deal

Update a deal.

Action

List Deals

List Deals

Create Prospect

Create a prospect.

Action

Update Prospect

Update a prospect.

List Prospects

List all prospects.

Action

Create Organization

Create a organization.

Update Organization

Update a organization.

Action

List Organizations

List all organizations.

List Stages

List all stages.

Action

Create Pipeline

Create a pipeline.

List Pipelines

List all pipelines.

Action

Enroll Prospect

Enroll a prospect in a workflow.

Enroll Deal

Enroll a deal in a workflow.

Action

Enroll Organization

Enroll an organization in a workflow.

List Workflows

List all workflows.

Action

Search Email

Search an email.

Action

Related Tags