➡️ Deal Stage → Owner-Based Notification
- Trigger: Deal stage changes to “Qualified”
- Conditions: Assigned to specific owner(s)
- Action: Send email notification to desired user.
- Purpose: Ensure the right stakeholder is notified when a deal becomes finalized
🗒️ New Deal → Create Follow-Up Task
- Trigger: New deal is created
- Conditions: Deal source = “Inbound” OR deal value > $10,000
- Action: Create a task: “Follow up with lead via phone within 24 hours”
- Purpose: Ensure timely engagement with high-value or inbound prospects
📤 Data Export Notification
- Trigger: User exports data from the CRM
- Action: Send a notification to the user's manager with details of the export
- Purpose: Maintain oversight of data exports for security and compliance
🆕 New Person Added → Apply To-Do Template
- Trigger: New person record is created
- Action: Apply a predefined to-do template that includes tasks like "Send welcome email," "Schedule introductory call," etc.
Here is more information on how to create a to-do template.
- Purpose: Standardize the onboarding process for new contacts
⏳ No Activity in 10 Days → Nudge the Deal Owner
- Trigger: No activity logged in 10 days
- Conditions: Deal stage ≠ “Won” or “Lost”
- Action: Create a task: “Re-engage with prospect”
- Purpose: Keep momentum going and prevent stalled deals
We hope these examples were handy! If you have any questions or run into trouble, reach out to our support team at customercare@pipelinecrm.com.