Pipeline automation provides the ability to automate key steps in your pipeline process. You can keep your leads moving through your sales process by configuring automation that triggers when a new lead enters or exits a stage. Automation options include apply tag(s), remove tag(s), create task, and send email.
Set up pipeline automation
- From the left navigation menu, click Pipeline
- Click Automate stage in the relevant stage
- First select either the Into or Out of tab to apply an action when a deal is moved into or out of this stage.
- Select an action from the drop down options and configure your choice
- To automate multiple actions, click Select action to continue adding actions
- Click Save
- A pipeline stage with automation configured has a lightning bolt icon
Delete automation from a stage
- Click Edit automation
- Click the trash bin icon next to the automation you want to delete
- Confirm by clicking Yes, delete