January 29, 2026 • AI
We are excited to announce expanded CRM automation capabilities in Active Intelligence. The Automation agent now supports deal stage change detection, deal property updates, and automated deal note creation, enabling sophisticated sales pipeline workflows that keep deals moving and sales teams informed through conversational automation building.
Key Features
Deal Triggers
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Deal Stage Changes trigger
Activate automations when deals move between pipeline stages
Deal Property Updates
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Update Deal Stage action
Automatically progress deals based on contact engagement -
Update Deal Owner action
Reassign deal ownership dynamically using round robin or other logic -
Update Deal Status action
Change deal status (Open, Won, Lost) based on workflow conditions -
Update Deal Title action
Modify deal titles dynamically using personalization tags and workflow data
Deal Activity Tracking
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Add a Deal Note action
Log deal activity and context automatically during automation journeys
Benefits
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Sales Process Automation
Eliminate manual deal updates by automating stage progression based on contact behavior -
Balanced Lead Distribution
Implement round robin ownership assignment to ensure fair lead distribution across your team -
Enhanced Deal Intelligence
Maintain comprehensive deal activity logs with automated note-taking for engagement events -
Pipeline Hygiene
Automatically update deal status for stale opportunities to keep pipeline data accurate
Use Cases
- Trigger task creation for sales reps when deals move to a different stage
- Prompt: “Create an automation to trigger task creation for sales reps when deals move to the "In Contact" stage
- Update deal stage to "In Contact" when clients respond to one-on-one emails
- Prompt: “Create an automation to update the deal stage to "In Contact" when clients respond to one-on-one emails.”
- Round robin deal assignment when new opportunities are marked as "Open"
- Prompt: “Create an automation to kick off round robin deal assignment when new opportunities are marked as "Open"
- Mark deals as "Lost" without activity
- Prompt: “Create an automation that mark deals as "Lost" after they remain in the "Long Term" stage for 30 days without activity”
- Reps to track prospect engagement
- Prompt: “Create an automation that adds deal notes documenting email opens so reps can track prospect engagement.”
Upgrade and/or Setup Instructions
These blocks are automatically available in Active Intelligence. Simply describe your desired deal automation workflow to the Automation agent using natural language, and these triggers and actions will be available as building blocks for your automations.