🤖CRM - Automations

You can automate a variety of processes and speed up tasks related to your customers. This includes activities such as audience segmentation, sending personalized communications and much more.

Through SprintHub's CRM Automation, you can automate a variety of processes and speed up tasks related to your clients. This includes activities such as audience segmentation, sending personalized communications and much more.

To get started click on General, then on "CRM-Sales Management".

To get started, click the gear icon. Then choose the desired stage and, finally, click the add (+) icon.

Now, customize your automation in the way that best fits your preferences.

1- Set a title for your Automation.

2- What are the conditions for the actions to be executed.

3- What will happen when an opportunity falls into that stage and meets the programmed conditions.

4- Whether this automation should be executed multiple times while an opportunity remains in that stage.

5- Finally, just Save your Automation.

See thes examples below:

> New Condition

> New Action

The example shows that it was set as Condition: The lead attends a meeting, and as Action: Send a WhatsApp to the lead. You can choose which account will send the WhatsApp message, what the content of the message will be, and include the lead's name, the company's name and much more. You can also send a URL in the message.

You have the option to configure Automatic Opportunity Creation in the stage you chose:

This automation allows you to save time and effort, since opportunities will be generated automatically according to the specified interactions and criteria, making the process more efficient and without the need for manual intervention in each case.

1- When the selected conditions are met, a new opportunity will be created for the lead, if it does not already exist in the pipeline.

2- Configure what the data of the new opportunities to be created will be. We recommend that you use tokens to create opportunities with variations. (The use of tokens allows you to automate the process of creating opportunities based on predefined templates, making it more efficient and adaptable to different situations and requirements.)

3- We will only create new opportunities if this automation is Active.

4- Finally, just click "Save Automation".

Configure the Automatic Movement of opportunities for this stage:

Based on previously established criteria and rules, opportunities will be automatically transferred or moved to the next phase of the process, without the need for manual intervention.

1- When the conditions are met, an opportunity that is in another stage will be automatically moved to this one.

2- We will only move opportunities if this automation is Published.

3- If the answer is yes, we will move the opportunity even if it is in a stage later than this one (RECOMMENDED TO USE THE "NO" OPTION)

Finally, just click Save Automation.