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

Person Assigned automation enables you to trigger an action as a result of a deal being assigned to one of the pipeline’s team members.

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.

For example, the picture above shows that the action is to move the deal automatically to “Deal won or lost” as a result of the status of that deal having the specified assignee take over

Change Status

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

For example, we could set up a rule to have the deal change to Closed if a deal is assigned to a specific user.

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.

This would not be too useful with the “When Person is assigned” event.

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”. This would not be particularly useful when the trigger to the event is to have a particular user be assigned to the deal.

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 could have the “Estimated probability” be set to 100 when a deal is set to a specific user (if that user was Post-sales, so when a contract had already been signed).

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