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Create New Deal from New Contact

Create New Deal from New Contact

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