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Purpose – Ensure that deals in critical stages are handled by the appropriate team members
Trigger – Deal stage changes to a specific stage (e.g., “Negotiation”)
Action – Update the deal owner to a designated user (e.g., assign to a senior sales rep)
Purpose – Prompt timely follow-ups to keep the sales process moving
Trigger – Deal has been in the “Proposal” stage for 7 days
Action – Create a task for the deal owner: “Follow up on proposal sent”
Purpose – Standardize the onboarding process for new contacts
Trigger – New person record is created
Action – Apply a predefined to-do template that includes tasks like “Send welcome email,” “Schedule introductory call,” etc.
Purpose – Maintain oversight of data exports for security and compliance
Trigger – User exports data from the CRM
Action – Send a notification to the user’s manager with details of the export
Purpose – Ensure that significant opportunities are visible to leadership
Trigger – New deal is created with an amount exceeding $10,000
Action – Notify executive users about the high-value deal
Score and route leads to the perfect rep, trigger email sequences when deals hit specific stages, sync data between all your tools, and flag at-risk deals before it’s too late. The best part? Everything runs in the background while your team focuses on conversations that close.
Purpose – Automates scoring, routing, and tasking for inbound enterprise leads.
Trigger: New person is created
Conditions:
Actions:
Purpose – Flags high-value deals that are sitting idle in the late-stage without action.
Trigger: Deal is in “Negotiation” stage for 10+ days
Conditions:
Actions:
Purpose: Triggers proactive check-ins for quarterly engagement reporting.
Trigger: Today is within 5 days of end of quarter
Conditions:
Actions:
Purpose: Resurrects stalled deals and helps owners prioritize re-engagement.
Trigger: Last activity date > 45 days
Conditions:
Actions:
