- Send an invoice when a deal is closed (e.g. by connecting with Stripe, Xero or QuickBooks)
- Send a contract signature request when a deal is closed (e.g. by connecting with PandaDoc)
- Add new contacts to a newsletter (e.g. by connecting with Mailchimp or Beehiiv)
- Create a new project to manage client onboarding when a deal is won (e.g. by connecting with Asana or Monday)
- Synchronize data with an external system of record (e.g your own app)