Use these recipes as starting points for your own automations. Each one lists the trigger, conditions, and action to set up.
Before you start: Only admins can create automations. For how to build one, see Automate Repetitive Work with Automations.
Notify the Right Person When a Deal Is Qualified
Part
Setting
Trigger
Deal stage changes to "Qualified"
Conditions
Deal owner is one of the owners you choose
Action
Send an email notification to the user who should follow up
Why it helps: The right stakeholder hears about a promising deal as soon as it qualifies.
Create a Follow-Up Task for Big or Inbound Deals
Part
Setting
Trigger
A new deal is created
Conditions
Deal source is "Inbound" OR deal value is more than $10,000
Action
Create a task: "Follow up with lead by phone within 24 hours"
Why it helps: High-value and inbound prospects get a quick response.
Get Notified When Someone Exports Data
Part
Setting
Trigger
A user runs an export
Action
Send a notification with the export details to the manager or admin you choose
Why it helps: You keep oversight of data leaving your account, for security and compliance.
Start an Onboarding Checklist for Every New Person
Part
Setting
Trigger
A new person is created
Action
Apply a to-do template with tasks like "Send welcome email" and "Schedule introductory call"
Why it helps: Every new person gets the same onboarding steps. To build the template first, see Create and Apply To-do Templates.
Nudge the Owner When a Deal Goes Quiet
Part
Setting
Trigger
No activity logged on the deal for 10 days
Conditions
Deal stage is not "Won" or "Lost"
Action
Create a task for the deal owner: "Re-engage with prospect"
Why it helps: Open deals keep moving instead of stalling. To spot deals that have already stalled, see Identify Stalled Deals in Your Pipeline.
Need help? Contact support at customercare@pipelinecrm.com.