Sales Automation

Automate sales workflows

Automations
Sales automation is key to efficient sales, saving time and enhancing productivity. Pipeline CRM optimizes workflows, allowing for focused selling and multi-channel lead engagement. It supports your team with reminders, suggested actions, and easy progress tracking, leading to successful deal closures.
Automations
grow

Build your revenue machine with
smarter sales flow

Allow your sales team to focus on their most valuable tasks
Streamlined pipeline
Let Pipeline CRM facilitate your sales process by automatically assigning tasks and updating leads as they move through the sales pipeline. Get real-time visibility into your pipeline, from start to finish. Learn more
Shared updates
Update once, update everywhere. Automated actions will instantly notify sales managers and other team members when deals are closed, milestones are reached, and more.
‘Next step’ suggestions
Automatically prompt the next move on a deal. Pipeline CRM will help your salespeople maintain focus and stay on track with the best action to take at every stage in the process.
Basic Automations

Your sales team shouldn't waste time on repetitive tasks

These simple automations handle the boring stuff automatically—assigning deals to the right people, creating follow-up reminders, and notifying your team when something important happens. Set them up once, then get back to selling.

🔄 Deal Stage Change -> Assign New Owner

Purpose – Ensure that deals in critical stages are handled by the appropriate team members

TriggerDeal stage changes to a specific stage (e.g., “Negotiation”)

ActionUpdate the deal owner to a designated user (e.g., assign to a senior sales rep)

📅 Time-Based Task Creation for Follow-Up

PurposePrompt timely follow-ups to keep the sales process moving

TriggerDeal has been in the “Proposal” stage for 7 days

ActionCreate a task for the deal owner: “Follow up on proposal sent”

🆕 New Person Added → Apply To-Do Template

PurposeStandardize the onboarding process for new contacts

TriggerNew person record is created

ActionApply a predefined to-do template that includes tasks like “Send welcome email,” “Schedule introductory call,” etc.

📤 Data Export Notification

PurposeMaintain oversight of data exports for security and compliance

TriggerUser exports data from the CRM

ActionSend a notification to the user’s manager with details of the export

📈 High-Value Deal Alert

PurposeEnsure that significant opportunities are visible to leadership

TriggerNew deal is created with an amount exceeding $10,000

ActionNotify executive users about the high-value deal

Advanced Automations

Ready to level up? Build custom workflows that match how you actually sell

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.

🛬 New Inbound Lead Qualification & Routing

PurposeAutomates scoring, routing, and tasking for inbound enterprise leads.

Trigger: New person is created

 Conditions: 

  • Source = “Webform”
  • Title contains “VP,” “Director,” or “Head”
  • Company size > 50 employees (via custom field

 Actions

  • Assign to Enterprise Sales Rep
  • Tag as “High Priority”
  • Create a task: “Qualify lead within 2 business days”
  • Notify CSM if company is in a named account list

 

💼 Deal Stuck in Mid-Funnel Stage

PurposeFlags high-value deals that are sitting idle in the late-stage without action.

Trigger: Deal is in “Negotiation” stage for 10+ days

 Conditions:

  • Last activity date > 10 days ago
  • Deal value > $15,000
  • Deal owner is not a manager

Actions:

  • Create a task: “Escalate deal to manager for review”
  • Notify manager via email
  • Tag deal with “stalled”

 

📊 Quarter-End Reporting Reminder for All Active Accounts

Purpose: Triggers proactive check-ins for quarterly engagement reporting.

Trigger: Today is within 5 days of end of quarter

 Conditions:

  • Company status = Active
  • CSM is assigned

Actions:

  • Create task: “Review account usage and prep notes”
  • Notify assigned CSM
  • Add tag: “QBR Review”

🔁 Automated Re-engagement for Dormant Deals

Purpose: Resurrects stalled deals and helps owners prioritize re-engagement.

Trigger: Last activity date > 45 days

 Conditions:

  • Deal stage ≠ “Won” or “Lost”
  • Deal source = “Outbound”

Actions:

  • Create a task: “Re-engage with prospect”
  • Send Slack notification to owner
  • Update custom field “Status Reason” to “At Risk”
  • Add tag: “Cold”

 

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Workflow Automations

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