Pipeline automation


This article applies to:

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. 

Add automation to a stage

The automation for your Pipeline is powered by Keap's Easy Automations. For more information on how to create powerful automations with just a view clicks, refer to our Easy Automations help article.

  1. From the left navigation menu, click Pipeline
  2. Click Automate stage in the relevant stage
  3. Build your automation in the side panel or, to build your automation in a larger view, click Go to automations
  4. Choose a "When" event to start your automation
  5. Configure the trigger and click Next
  6. Review your automation trigger and click Next to choose what to automate
  7. Select what should be automated
  8. Continue configuring your automation and click Preview
  9. Review your automation and click Publish
  10. A pipeline stage with automation configured has a lightning bolt icon


Delete automation from a stage

  1. Click Edit automation
  2. Open the menu for the automation you want to delete
  3. Click Delete
  4. Confirm by clicking Delete automation