Stage Automations

Set up automatic actions that trigger when a lead enters or exits a pipeline stage. Automations save time by performing routine tasks automatically.

Note

Stage Automations must be enabled in Settings > CRM > Pipeline Settings under Advanced Features before they can be configured.

Accessing Stage Automations

Go to Settings > CRM > Stage Automations

Select a pipeline stage from the list to view and manage its automations. Each stage can have multiple automations for both entry and exit events.

Creating an Automation

1. Select a stage from the left panel
2. Click Add Automation (under "On Enter" or "On Exit" section)
3. Fill in the details:
   • Name — A descriptive name (e.g., "Notify sales manager on proposal")
   • Description — Optional explanation
   • Trigger — When the automation fires:
     • When lead enters stage — Fires when a lead moves INTO this stage
     • When lead leaves stage — Fires when a lead moves OUT of this stage
   • Action — What happens when triggered (see Action Types below)
4. Click Save

Action Types

Send Notification

Send an in-app notification to a user or role.

• Title — Notification title (e.g., "New lead in Proposal stage")
• Body — Notification message

Send Email

Send an email to a specified address when the trigger fires.

Create Follow-up

Automatically create a follow-up task for the lead's assigned salesperson.

Assign User

Automatically assign the lead to a specific user or round-robin between team members.

Update Field

Automatically update a field on the lead (e.g., set priority to "high" when entering Negotiation).

Webhook

Send an HTTP request to an external URL. Useful for integrating with other tools (e.g., Slack, external CRM).

Examples

Stage	Trigger	Action	Purpose
Proposal	On Enter	Send Notification to Sales Manager	Manager knows a deal reached proposal
Negotiation	On Enter	Create Follow-up (3 days)	Remind salesperson to follow up
Won	On Enter	Send Email to accounts team	Trigger invoicing process
Lost	On Enter	Update Field (archived = true)	Auto-archive lost leads
Qualification	On Exit	Webhook to Slack	Post to team channel

Managing Automations

• Toggle — Use the switch to enable/disable an automation without deleting it
• Edit — Click the edit icon to modify an automation
• Delete — Click the delete icon to remove an automation

Quick Access

You can also reach automations from CRM > Leads > Pipeline via the settings icon, or from the pipeline settings page.