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Opportunity automations

Create opportunities automatically from webchat​

You can create an opportunity when a lead is captured from webchat.

Example: Create an opportunity and follow up from webchat​

Requirements: Conversation AI must be active.

Webchat automation

Automation behavior:

  • Triggered when a lead is captured through webchat
  • Webchat summary is sent to AI
  • AI identifies the requested service and creates an opportunity
  • A follow-up SMS message is sent to the contact
  • A sales task is created for further follow-up

Steps to set it up​

  1. Go to Automation.
  2. Click Create automation.
  3. Search for the template Create an opportunity and follow up when a lead is captured by Webchat.
  4. In the Create opportunity step, choose the appropriate pipeline.
  5. Review and customize the steps to match your workflow.

Automate actions based on opportunity stages​

You can start nurturing campaigns or send communications when an opportunity reaches a specific stage.

Example: Trigger a campaign when an opportunity moves to a nurturing stage​

Requirements: Campaign Pro with SMS credits must be active.

Campaign by stage

Automation behavior:

  • Triggered when an opportunity enters a specified nurturing stage
  • Finds the contact associated with the opportunity
  • Starts a predefined campaign

Steps to set it up​

  1. Go to Automation.
  2. Click Create automation.
  3. Search for the template Start a campaign when opportunity move to a specific stage.
  4. In the When an opportunity is created or modified step, set the pipeline and stage conditions.
  5. In the Start a campaign for contact step, select the desired campaign.
  6. Review and adjust the automation as needed.

Move opportunities to a stage automatically​

You can move an opportunity to a specific stage when a defined trigger occurs, such as booking a meeting.

Example: Move opportunity to "Appointment Set" when a meeting is booked​

Automation behavior:

  • Triggered when a meeting activity is created or modified
  • If the meeting status is Scheduled, the opportunity is moved to the "Appointment set" stage

Move stage automation

Steps to set it up​

  1. Go to Automation.
  2. Click Create automation.
  3. Search for the template Move the opportunity to a specific stage when a meeting is booked.
  4. In the Update opportunity step, set the correct pipeline and target stage.
  5. Customize the steps as needed for your process.

See Automations for more on building and managing automations.