Using automations to manage your deals

You can utilize the full power of ActiveCampaign’s marketing automation features to automate and organize your Deals CRM pipeline.

Create or update a deal with an automation

From within your automation, you can use the "Add a deal" action to create a deal for a contact after they complete a desired behavior, such as submitting a form, visiting a webpage, or achieving a goal.

Below is a list of actions you can take regarding your deal in an automation:

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When a deal score changes

You can trigger an automation to run when a contact reaches a specific deal score.

1. From the Automation Builder, Click the “Score changes” trigger and click the score you want the trigger to use.

2. Click the "Changes to be" dropdown fields to determine what the score should be in order to trigger the automation.

3. Click the "Runs" dropdown to select if the automation should run once or multiple times.

4. When finished, click the "Add Start" button.

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When the deal is created

You can trigger an automation to run when a deal is added to a pipeline.

1. From the Automation Builder, click the “Enters a pipeline” trigger and click the pipeline name.

2. Click the "Runs" dropdown to select if the automation should run once or multiple times.

3. Click the "Add Start" button.

 crm-enters-pipeline-trigger

When the deal stage changes

You can trigger an automation to run when a deal moves from one stage to another stage in a pipeline.

1. From the Automation Builder, click the “Deal stage changes” trigger and click the pipeline name.

2. Click the "Contact moves from stage" dropdown and click the stage name.

3. Click the "To Stage" dropdown and click the stage name.

4. Click the "Runs" dropdown to select if the automation should run once or multiple times.

5. Click the "Add Start" button.

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When the deal status changes (Open, Won, Lost)

You can trigger an automation to run when a deal is marked as Open, Won or Lost.

1. From the Automation Builder, click the “Deal status changes” trigger.

2. Click the "Deal status changes to" dropdown and click a status.  

3. Click the "Runs" dropdown to select if the automation should run once or multiple times.

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When a deal task is created or marked as complete

You can add a contact to an automation when an associated task is created or when it's marked as complete.

When creating a task, you'll have the option to trigger an automation by clicking "Show more options" in the create task modal.

Provide information about the task

This will expand the modal window to show more configuration options. From here you'll be able to click "Trigger an automation." Then you can click the automation dropdown to choose the automation you wish to trigger and choose if the automation should run when the task is created or when it's marked as "Complete."

Choose an automation trigger option

When a one-to-one email is sent or replied to

When sending a one-to-one email to a contact from a deal details page, you can choose to add the contact to an automation as soon as:

  • the email is sent
  • the contact replies to the email

Note that you'll need to connect your email account to the Deals CRM in order to use this option.

1. From details page of a deal, click the email address of the contact you want to send an email to. Contacts will be listed on the right side the deal details screen.

2. The email composer will open. Type the subject line and message into the spaces provided.

3. Click the "Automate this email" icon.

4. A modal window will open. Click the "Select Automation" dropdown then click the automation you wish to trigger.

5. Click either radio button presented in the window. You can choose from "When I send the email" or "When they reply to the email."

6. Click the "Save" button.

Dynamically adjust a deal score

You can dynamically update deal scores for contacts using the "Adjust a deal score" action in an automation. This means you can add or subtract points from a deal score each time a specific behavior occurs. Read the "Deal Scoring in ActiveCampaign" help article for more information.

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