In this section of the automation documentation, the various possibilities of automation will be documented
This section of the documentation will go over a couple of use cases for each type of automation event
Status Change
Example 1: When Status Changes from Open to Closed, Remove Assignees
Reasoning: You might want to have this automation in order to remove assignees and make it easier to understand the deals that a user is working on (by grouping by assignee for example). This automation would make that step easy to achieve.
How:
Event: “When Status changes”
Trigger: from “Open” to “Closed”
Actions: Then unassign an assignee.
Example Result:
In the picture above, we set the automation so that a status changes on a deal from “Open” to “Closed” will remove both assignees “Maxime and Vu”.
Example 2: When Status Changes from Open to Closed, Then set Funnel to “Final Stage”
Reasoning: You might want to automate the process of having a deal go in the final stage of the funnel so that it more accurately depicts the stage it is in. This saves you time from manually doing this operation.
How:
Event: “When Status changes”
Trigger: from “Open” to “Closed”
Actions: Then set Funnel to “Deal won or lost”
Example Result:
In the picture above, we set the automation so that a status changes on a deal from “Open” to “Closed” will put the deal to the last possible stage (the Closure Stage). In our case, it is “Deal won or lost”.
Stage Change
Example 1: When Stage changes to Lost/Won, Set the Closed Deal Date to Today and set the Status to Closed.
Reasoning: This is a default suggestion of automation, which is meant to quickly document when a deal was closed, which can help later on in reports to understand the state of your funnels.
How:
Event: “When Stage changes”
Trigger: to “Lost”/”Won”
Actions: Then set Column value in “Closed Deal Date” to “current date” & “Set Status to “Closed”
Example Result:
As described above, the deal will automatically switch its status to Open and document the date at which that status changed to closed in the “Closed Deal Date” section. If you create two automation rules (Lost & Won) then this should cover all scenarios.
Example 2: When Stage changes to Won, Set the Estimated Probability o 100 and Assign Deal to someone else.
How:
Event: “When Stage changes”
Trigger: to ”Won”
Actions: Then set Column value in “Estimated probability” to “100”, Then Assign from “User 1” to “User 2”
Example Result:
As described above, the deal will automatically put the win probability to 100% when a deal is considered “Won”. In addition, it will shift the assignee to go from pre-sales consultant to Post-Sale employee (dev, consultant, engineer, etc.)
Person Assigned
Sale Created
Column Change
Sale moved to Funnel
Automation Integrations
You can find more specifics on each types of automation events in the page tree below.