CRM - Automation of Comments on Opportunities

In this article, you will learn how to set up an automation in your CRM to automatically add comments to your opportunities, making this information visible to the team. This way, you can guide users in defining the best strategies for closing deals.

1. Create the Automation:

• Access your CRM: Through “Find Services”. Or just type the name, and the function appears.

• Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Set up a Trigger: Choose a trigger of your preference.

• Configure the Condition: Choose a condition of your preference.

But note: without using triggers, it will be necessary to enable condition checks. These checks will occur at varying time intervals, which can range from minutes to hours, depending on the number of automations and leads in your instance.

• Choose the Action: Add Comment

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

In this example, no triggers or conditions were used, because the automation will be triggered directly by the creation of the Opportunity in the stage.

1. Run the Automation:

• Start the Automation: Press “play” to begin execution.

Done! Your automation is configured and running.

To create this automation in the funnel. Switch to the “Funnel Automations” tab and click “+ New Automation.”

CONCLUSION

Implementing comment automation on opportunities within Sprinthub is a strategy that optimizes communication and the tracking of each stage of the sales process. With this feature, your team gains real-time visibility into updates for each opportunity, allowing for more precise alignment in actions and closing strategies.

This automation not only reduces manual work but also ensures that relevant information is always available to all users. As a result, your team will be better prepared and synchronized to make quick and assertive decisions, increasing efficiency and the conversion rate of deals in Sprinthub.