Sales and settlement pipeline tracking involves manually creating deal records, updating spreadsheets across multiple stages, and reconciling data between systems. This fragmented approach creates delays, data errors, and significant administrative overhead.
Automation monitors incoming quotes and settlement notifications, syncing deal information across all systems in real time. The team receives instant updates and accurate reporting without manual data entry or reconciliation.
The full workflow, from trigger to completion.
A new quote is created or a deal stage is updated, triggering the automation workflow.
The automation reads the quote details, prospect information, and deal stage.
Deal data is automatically written to the pipeline tracking sheet, keeping it in sync.
The automation watches for settlement confirmation emails from legal or accounting and extracts key details.
Settlement date, final amount, and status are automatically logged and the tracking sheet.
Settlement details are automatically sent to create or update the corresponding invoice and payment record.
A message is sent to the sales and admin channels confirming the deal is closed and settled, with a link.
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