Articles on: Sales CRM

Sales CRM Options in Automation Builder


Hi, Alek here from Platformly. In this
tutorial video, we're going to explain

the Sales CRM options within
our Automation Builder.

So as you know, everything
starts from the triggers.

So we're going to start from there, too.

If we click here in the dropdown,
we can just search quickly for "deal"

and we can see all the options
that are available.

Here we are... so in the conditions, in the global
conditions and the actions also.

So as you can see, we have 3 options.

I am going to just quickly add
them all and explain them.

OK, so "Deal stage changed", so your specific
deal has moved from stage A to stage B.

So in this case,

you just need to choose a pipeline and if it was
in "Lead" and now it has moved to "Qualified" then,

that contact, if this contact is
moved, it is added to this automation.

It, basically, fires the trigger.
If the specific deal has 2 or 3 contacts

or multiple contacts and it
is moved to a different stage,

all those contacts will be
added to this automation too.

So it depends on how many
contacts a deal has.

By default, it's mostly 1.

But if it is 2 or 3 or even 5,

they're all going to come
in this automation.

So that's quite important to understand.

Then we have "Deal status changed" which is basically

similar to stages,
choose a pipeline...

and so here you can choose
between "Open", "Won" or "Lost" status.

So if a deal status changes from "Open"

to "Won" or to "Lost" or even if
it is "Won", then reopen.

So if it is open, meaning some deal went
to "Lost" and then it's reopened,

then this automation is starting
for that specific contact in the deal.

And one more is the "Enters a deal pipeline".

So this means, when,

so you just choose a pipeline here.

This means, basically, when you create a new
deal, you assign a contact to a deal, one or

multiple, and you choose
a pipeline there and you save it,

then it triggers this trigger.

It fires this trigger.

So if there is, again, one contact,
it will come to the automation.

If it's multiple contacts, all of them
will come in the actual automation.

Let's move further now down the road quickly.

I'm going to just add a "Period delay".

For example, zero minute.

Let me just reduce my zoom a little bit
because there will be a lot of objects

coming up and we can
now see the conditions.

So if we choose a fork,

so these conditions are available here,
but also in the global conditions.

So again, in the dropdown you just search

for "deal" and you can see all
the options so you can use the deal

conditions globally, but also
in the actual automation, locally.

So quickly, if we're going to search,
I'm going to do it again.

So you have "Has deal in stage".

Again, it is a similar
approach to triggers.

You select a pipeline and you choose
a stage and basically it checks if

the contact has a deal in the stage "Qualified"
within the default pipeline,

then we have the other one, "Has deal with status"
where you choose the pipeline.

So if the contact has a deal,
at least one

that is with the "Open" status
in the default pipeline then it goes on to the "Yes" node.

Then we have "Has deal with value".

This is interesting, for example,

so you can say if it is less
than $500, do this,

for example. If here it's 500,

then you can see if it is greater than
500 or if it is equal to so it

gives you a full flexibility
there. And, at last,

it can also
check the total number of deals.

So let's say, for example, we can go with
"Open" and "Less than", "Equal", "Greater".

OK, so let's say if he has "Greater than", so
more than 5 open deals,

it means that this contact for us is
basically not interesting anymore.

So we can do some specific action
on it, etc.

So, as you can see, you have
full flexibility there.

Let's select greater
than 500 in this case.

So, these are the options in the fork.

And also, as I said, they are
available in the global conditions.

And now let's go on the "Yes" node.

and start with actions.

So we have two types of
actions regarding the Sales CRM. One is

for deals and the others
are for activities.

So I am going to enter
them all on the board

and I'm going to explain them one by one.

So let's go with "deal".

So, you just type in "deal"
as in the previous examples and

you can choose the options.
So we go with "Add a deal"

and "Update deal field value".

Then "Change deal status".

"Add a note".

"Change deal stage".

Yep, and an activity one...
"Add a deal activity".

And "Mark as done a deal activity".

OK, so let's browse them one by one
and explain the options quickly.

This one is quite powerful.

So "Add a deal" and also "Add a deal activity".

So when something happens and some

conditions are fulfilled, for example,
you can add a specific deal.

So you choose the pipeline where you want
the deal to go, you choose the stage.

In this case, it can be "Lead" or maybe it is already,

you want to move him
to "Contacted" because he did something specific.

You enter the deal title,

choose its value, 500, and then you
assign it. You can either assign it

to a specific team member or
leave it assigned to the entire company.

OK, then you can update the field
value, so here

you choose the pipeline where the deal
basically is,

and this is an important selector
which should be understood properly.

So here you can choose
"Most recent deal for this contact".

OK, so if we select this, that means that
the latest deal that this contact has

then equals 800 or
let's increase it by 800.

So what this is going to do is going

to get the contact's latest deal in this pipeline
and increase its value by 800,

but we have more options here because

we figured out that it's
important to have them there.

So all deals for this contact, so you can

basically execute this action and increase by 800 all deals.

Or you can just say, OK, "All open deals",
"All won deals" or "All lost deals".

This selector is also available in some

other actions, and it's an important part
of the selecting, mostly in most

cases, this one will be used, like,
"Most recent deal for this contact",

but you have the flexibility
also to do another selection here.

OK, so let's say, for example,
we go down, "Change deal status".

So, again, you can choose the pipeline.

You choose what status

and the deal selector so you can choose
the most recent one that you added.

So if we do it like this,
basically, we just added a deal,

which is "Default pipeline"
"Stage: Lead", "Title: Deal title", at 500.

OK, so if I choose "Most recent deal

for this contact" and I choose "Won",
then this deal basically, that we just

created in the flow of this automation,
its status is going to be changed to "Won".

OK, but if you want, for some reason,
to close all other deals and just leave

this one open, we can say, OK, move "All
deals", "All open deals for this contact".

Then we go next to

"Add a note".

So if we go here, you can see
the options are quite similar.

So you choose a pipeline, you choose what
kind of note in the deal selector,

and then you type in the note.

So you can say, OK, to "All
open deals" or "All won deals", "All lost deals".

OK, so let's see if we have some lost
deals with this guy or "All opened..."

We can just type a note, a specific note,

then the deal stage is similar

to the status stage,
just a pipeline choosing a specific stage.

So if we created this deal, OK,
and if we want to change that stage deal

for some reason,
then we can come here and we can just

select a stage and we choose "Most
recent deal for this contact".

And with this,

we're basically changing
this deal stage, OK?

And the last actions are for the activity,
which is also important,

an important part from the automations,
because you can easily add a deal activity

to the newest deal that you
created to the latest deal.

Maybe it was created before, it doesn't need
to be created in this automation, of course.

You have the same selector

where you can choose "Most
recent deal for this contact".

"All deals", "All open", "All won", "All lost", etc.

You enter an activity title,

then description.

You choose the pipeline, default pipeline.

Then you can choose what kind
of activity it is, so meeting,

task, email, deal selector on my most
recent one, let's say 3 days.

I'll assign it to this team member and

let's see if we just move
them like that.

I'll show you what: like this.

OK, so...


OK, here I want to go...
We go like that.

So, here, "Mark as done a deal activity".

We're going to choose a pipeline.

Let's say "Most recent"
and "All deal activities".

OK, so what we did here,

what we did is basically, on the most
recent deal in this pipeline,

on the most recent deal,
we just closed all deal activities.

So they're done or OK, they're finished.

And now we opened a new one.

OK, we just closed all of them
and just opened a new one.

I know that laying them like these
options, it's a little bit

confusing, but there are
a lot of possibilities.

And based on the needs, it is really,

really fully flexible
to be used. As an example,

if I'm going to just, let me clean this
one, this one and this one, for example.


and this one.

so as you can see here,

we're going to just change this
one to "Most recent deal".

So let me explain what
this automation does.

So when a specific trigger happens, so
in this case, it's in the same pipeline

but you should, of course, the triggers
should be different pipelines.

So one specific trigger happens,
fulfills some specific conditions,

then we add a deal.

Then we add a note
to the most recent deal.

So we are adding a note to this deal
and we are creating an activity

to this pipeline and the most
recent deal for this activity.

So if we even remove this, remove
this, for example, that, OK.

This and we can, here and

so, for example,

we remove the pipeline stuff,
this was just for explaining.

Here, so let's say a

segment, whatever, some specific segment, "Test Project", "Test Segment".

So if a user was added to

the segment "Test Segment", create a deal for him,
add a note to that deal and create

a deal activity and assign
it to Igor.

So quite easy.
Boom, boom, boom.

It creates everything it needs.

So I hope

it is clear how powerful this is

and how the options can be
used within the automation.

So the possibilities
are basically endless.

You can do different kinds of options,
combine them with segments,

with other triggers, other
conditions that we already have

and they're quite powerful automations.

Thanks for watching
the video and for any questions,

we are here to respond.

Updated on: 16/10/2020

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