How to Setup the automation rule

This automation is automatically created when the import functionality is enabled by an admin - you can also create it manually.

Description

The automation aims to create a new deal every time a new contact is created. When paired with the import functionality, it will enable you to create new deals for each new contact you have imported.

Trigger/Event

The automation will trigger whenever a new contact has been created. This could be from manually creating a contact or by importing a list of new contacts into sales CRM.

Supported Actions

Then, Sales CRM will automatically convert that contact to a new deal.

Mapping the fields

In order to convert a contact into a new deal, You will need to map some fields (for example, the name of the deal, its description, etc.) - at a minimum, you will need to map the name of the deal. This information will directly come from the Contact fields.

To note:

You do not need to associate the contact to the deal, that is automatically done
If the fields are incompatible (incompatible datatypes/variables - e.g: numbers vs. letters) then the fields will default to being empty/0

Additional Automations

Do note that you can also add additional automation steps to the Contact → Deal automation in order to make it more powerful. Some examples can be:

Automatically assign the deal to someone
Automatically have the deals be part of a specific funnel
Automatically have the deals have a specific stage
Automatically have the contacts be added to the Mailchimp list

JSoft Support