Pipeline Stage Moved Automation

This article applies to:

You can incorporate automation when a deal is moved into or out of a particular stage in your Pipeline.

  1. Drag a Pipeline Stage Moved goal onto the canvas

  2. Double-click to open it up and configure which stage you're either moving into or out of. In this example, I want to add automation when someone moves into the Quote Accepted stage.

  3. Click Save
  4. Now, just drag a sequence next to it and start adding processes that will run when this stage change occurs.
  5. Keep adding more Pipeline Stage moved goals onto the canvas to meet all of your automation needs.
  6. When you are finished and ready to test everything, make sure everything has been toggled to Ready

  7. Now, Publish your automation.

  8. You can now start moving a deal through the pipeline to test out your automation.