With Sprinthub, it is possible to change the stage of an Opportunity in the CRM based on the Chatbot's responses. This is done through a broadcast, which consists of sending a signal to trigger another automation, allowing subsequent actions to be executed in an integrated manner.
Broadcast is a feature that allows sending a signal triggered by an action performed by the Lead. This signal is received by all automations configured on the platform, regardless of where the Lead is, whether in SAC, CRM, or other modules.In practice, this means that when a broadcast is issued, the automations linked to the Lead are activated in a synchronized way, enabling different areas or processes within the platform to respond in a coordinated and efficient manner. This feature is essential to ensure smooth communication between different systems and to automate subsequent actions, such as changes in the sales pipeline, updates in support, or sending personalized notifications.
Check the video below to see how to configure this automation step by step:
CONCLUSION
Implementing this automation in Sprinthub makes processes more agile and integrated, ensuring that Opportunity stages in the CRM are automatically updated based on Chatbot interactions. This improves operational efficiency, reduces the need for manual actions, and allows a smoother workflow between different departments. By using the broadcast, automations communicate intelligently, providing a more dynamic and optimized experience for the team and the Lead.
