In this episode of Automate That! Cody and Ernie break down a free ActiveCampaign automation recipe that moves a deal to the next stage when you mark the current task on the deal as complete.
This automation helps you harness the power of sales automation within your CRM, moving your deals through your sales process, your sales outreach cadence, or through any other pipeline that you may have built out.
You can use this automation to save time in your sales efforts — minimizing the time spent tediously moving deals from stage to stage, and removing the possibility of forgetfulness or human error completely!
You can also use this automation to trigger other automation actions such as notifying another team member, adding an additional task for the next touchpoint, or sending an email to the contact.
Get the “Move Deal to the Next Stage When Task is Completed” automation recipe here:
Calendly: Move Deal Stage Based on Appointment Set:
Won Deal Metrics Review Notification:
Lost Deal Metrics Review Notification:
Automate That! is a segment from the ActiveCampaign live show, “Growth Decoded” — where we demystify the customer experience to grow your company — one topic at a time! Each episode of Automate That! highlights a single automation recipe from the ActiveCampaign Marketplace that you can import into your account for free, in just a few clicks.
Visit the ActiveCampaign Marketplace: https://www.activecampaign.com/marketplace/
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