Automating communication throughout the deal process with the deal stage changed trigger can significantly enhance the efficiency and effectiveness of managing deals. By setting up automated triggers that are activated when the deal stage changes, you can ensure timely and relevant communication with all leads involved in the deal.
Note: This automation does not run when a deal is being created, only when the deal is moving from one stage to the next.
How it Works
When a deal is moved from one stage to another, it can trigger an automation to run. The action will be applied to all leads that are a part of the deal.
1. Go to Admin > Automations > + Add Automation
2. Title the automation in the upper left-hand corner
3. Select the trigger Deal Stage Changed
4. Choose the Pipeline Stage(s) that you want to trigger the automation > Done
5. Add Condition(s) (optional)
6. Choose an action:
- Reassign: Remove the Lender or reassign the lead to a Pond, Group, or Team Member
- Add Note: Add a Note to a lead profile and notify the Assigned Team Member or Group
- Action Plan: Start an Action Plan on the lead profile
7. By default the plan will Run once per person. Click the completed tile to switch to Run automation multiple times per person. To save changes, select Done.
8. Click Save in the upper right-hand corner
9. Save or Save & Enable
Deal Automations
Deal Changed to Contract Signed
Use this automation to assign a lender, add a note and start a task-based action plan triggered when a deal is moved to a new stage.
Deal Stage Changed to Closed
Use this automation to automatically start the post-closing plan when the deal stage is changed to Closed.