One of the most powerful features of Agent CRM is the ability to automate actions when a lead moves through your pipeline. Setting up triggers based on pipeline stage changes ensures that no lead falls through the cracks and that your sales process is efficient and streamlined. Here’s a step-by-step guide to creating triggers for pipeline stage changes.

Why Use Triggers for Pipeline Stage Changes?

  • Improve Efficiency: Automate follow-ups, notifications, and updates based on lead progress.
  • Streamline Workflows: Save time by automating repetitive tasks.
  • Enhance Lead Engagement: Ensure timely communication as leads advance through the pipeline.

Step-by-Step Guide to Setting Up Triggers

1. Navigate to the Automation Section

  1. Log in to Agent CRM and go to Automation >> Workflows.
  2. Click + Create Workflow to start building your automation.

2. Set the Trigger Condition

  1. Choose the Trigger Type

    • Select Pipeline Stage Changed as the trigger event.

  2. Specify the Pipeline and Stage

    • Choose the pipeline you want to monitor.
    • Select the specific stage that will trigger the automation (e.g., “Proposal Sent” or “Closed-Won”).

3. Add Actions

  1. Automate Communication

    • Send an Email: Notify the lead about the next steps or share relevant information.
      • Use placeholders like {{contact.first_name}} for personalization.
    • Send a Text (SMS): Provide a quick update or confirmation to the lead.

  2. Notify Team Members

    • Use the Internal Notification action to alert team members about the stage change.

  3. Update the Lead Record

    • Add Tags: Automatically tag the lead for segmentation.
    • Assign to a User: Reassign the lead to a specific team member if needed.

  4. Trigger Additional Workflows

    • Link to another workflow to automate multi-step processes.

4. Test the Workflow

  1. Simulate the Trigger

    • Move a test lead through the pipeline to ensure the automation works correctly.

  2. Review Results

    • Verify that all actions (e.g., emails, notifications) are executed as intended.

5. Activate the Workflow

  1. Once testing is complete, activate the workflow.
  2. Monitor its performance and make adjustments as needed.

Pro Tips for Using Pipeline Triggers

  • Use Conditions: Add conditions to triggers for more specific workflows (e.g., stage change only for leads with a certain tag).
  • Time Delays: Add delays between actions to space out communications appropriately.
  • Track Metrics: Use pipeline analytics to measure the impact of automated triggers on your sales process.

For more tips, explore our blog on How to Use Pipelines to Organize Your Leads​.

Learn More

Discover additional ways to optimize your CRM workflows:

Bonus Resource: Watch and Learn

 

Pipelines

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