Original Question:
Kyle Buxton asked us:
“Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based on a contact scheduling an appointment. If I allow duplicates, it will just add a second opportunity for the contact, while if I don’t allow duplicates, it just doesn’t change the status. Any suggestions?”
Answer: Tracking leads and automating movement within your sales pipeline is an essential part of making the most of Agent CRM. If you’re experiencing issues with moving opportunities based on scheduled appointments, follow these steps to make sure everything works smoothly.
Step 1: Enable the “Move to Any Previous Stage” Setting
Before troubleshooting more advanced triggers, first check the following setting in your automation:
- Open the trigger that should be modifying the opportunity’s stage.
- Look for the option that says “Allow opportunity to move to any previous stage in pipeline.”
- Ensure this setting is turned on.
This allows Agent CRM to update an opportunity’s pipeline stage based on new events, such as an appointment being scheduled.
Step 2: Avoid Duplicate Opportunities
When working with opportunities, Agent CRM provides an option to allow duplicates or prevent them. Here’s how each option behaves:
- Allow Duplicates – Every time the trigger runs, a new opportunity is created for the same contact.
- Do Not Allow Duplicates – The system does not update the existing opportunity if another opportunity for the same contact exists.
If you’re trying to modify the stage of an existing opportunity, make sure duplicates are disabled so the system updates the current pipeline stage instead of creating a new entry.
Step 3: Ensure Your Triggers Are Linked Correctly
Kyle shared his workflow:
“I then have one trigger called ‘New Appointment – Annuity’ to move the contact within the pipeline, and another trigger called ‘Annuity Pipeline – Scheduled’ that, when the contact ends in scheduled call, assigns the ‘Appointment Scheduled – Annuity’ campaign and sends me a notification.”
The issue here is that separating these actions into two different triggers can cause a break in the automation. In order for the appointment details to be included in reminders, the “Add to Campaign > Appointment Scheduled – Annuity” action must be triggered by the “New Appointment – Annuity KB” trigger.
If the campaign is sent without being directly triggered by a new appointment in your calendar, the system doesn’t know which appointment details to send. To fix this, modify your workflow so that the appointment scheduling action directly triggers the campaign assignment instead of relying on a secondary trigger.
Learn More:
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- NEW: Page View “Triggers” Added to Automations
- How to Automate Actions with Pipeline Stage Triggers
- Automate Your Insurance Business
Watch and Learn
For more insights on Agent CRM, be sure to check out our YouTube channel, which has other great resources, like this one:
Getting Started With an Insurance CRM
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