Deal Automation
Automate your sales process with intelligent workflows
Active Rules
12
+2 from last month
Deals Automated
247
This month
Time Saved
32h
+8h from last month
Failed Actions
3
Needs attention
Automation Rules
Configure automated workflows for your deals
Auto-progress qualified leads
Active
Automatically move deals to proposal stage when probability reaches 60%
Trigger
probability >= 60% AND stage = 'qualified'
Actions
Move to Proposal stage
Notify assigned rep
Create proposal preparation task
Runs: 45Success: 98%Last run: 2 hours ago
Stale deal alerts
Active
Send notifications for deals inactive for 7+ days
Trigger
no_activity >= 7 days
Actions
Alert assigned rep
Send follow-up reminder
Runs: 23Success: 100%Last run: 1 day ago
High-value deal escalation
Active
Notify manager when deal value exceeds $100k
Trigger
deal_value > $100,000
Actions
Notify sales manager
Send deal summary to manager
Schedule manager review
Runs: 8Success: 100%Last run: 3 days ago
Close date reminder
Inactive
Remind reps 3 days before deal close date
Trigger
close_date - 3 days
Actions
Remind assigned rep
Send close date reminder
Runs: 0Success: 0%Last run: Never