How to Setup the automation rule

You can create the automation rule from the Automation Section - in the upper right via the “+ Create Automation”. You can find out more information here

Description

The Sale moved to Funnel automation enables you to issue an action when the deal moves to another part of your sales process. This could be for example when a deal is moved the “Demo” phase.

Supported Actions

Move Sale to funnel

The move Sale to funnel action will automatically move a sale/deal to another part of the funnel. All the possible stages will be selectable via a dropdown.

This might not be particularly useful considering the event and trigger in this context.

Change Status

This will change the Status to either “Open” or Closed.

For example, this could be used to put the status of a deal to Closed as a result of a deal moving to “Deal won or lost”

Assign Person

This will change the assigned person from one to another. The selectable users will be based on the team members that have been added, in the settings.

In the example above, we can choose to replace deals from the user “Maxime Nie” to the user “Vo Vu” every time an event is triggered.

Clear Assignees

This will remove the assigned person from the deal. The selectable users will be based on the team members that have been added, in the settings.

In the example above, whenever the event that triggers automation occurs, then the deal will remove the assignee if it is user “Maxime Nie”.

Update Column to

With this action, you are able to change the value of a “column” of a deal. In other words, one of the fields that you might have used to filter, and organize your data may be updated to something else. The data of a column can be found in the deal section.

For example, in the picture above, we can have the “Closed Deal Date” to be set to “Today” when deal is moved to “Deal won or lost”

Update Column from a value to something

With this action, you are able to change the value of a column from one state to another. This is similar to the previous.

Send to Slack channel

You can make it so that when the status change, a message is sent on Slack. See integration page for more information