> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-estimated-closing-dates-overdue.md).

# CRM - Automations in CRM with the condition "Estimated Closing Dates Overdue"

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FrdWNDEDSjtaCGoRVJ642%2Fcomposicao-isometrica-com-chatbot-no-laptop-pessoas-sorrisos-felizes_1284-63053.png?alt=media&amp;token=70b5481b-c63d-471c-84bb-2ddab9577ba4" alt=""><figcaption></figcaption></figure>

With this automation in place, you'll be in a better position to track sales opportunities and ensure that no important closing date is forgotten. This can help improve the efficiency and effectiveness of your sales team and keep your customers satisfied.

Go to the **CRM**, and click on **Automations**;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FOIfwc72dGzjOrZPUFBiR%2Fimage.png?alt=media&amp;token=333e7681-ba21-4eb5-bfa5-4cc52e2bd6a2" alt=""><figcaption></figcaption></figure>

Define the **title** and the **condition**, which, in this case, will be '*Expected closing date overdue*'.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FwcU6JW0N2eduUt9KHDQW%2Fimage.png?alt=media&amp;token=d3d70e88-80b0-4049-85b9-ec4091060581" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FCNoGmja8s328J6xvN4W5%2Fimage.png?alt=media&amp;token=56cb8b74-aafc-40d5-8a7b-5463e642eb94" alt=""><figcaption></figcaption></figure>

Configure the **condition** that must be met for the **automation to be triggered**.&#x20;

Determine what you want the CRM to do when the condition is met.

In the example, we will use '**Send a WhatsApp message to the employee**'. This will alert the employee about the delay in the expected closing date.&#x20;

*But you can define other conditions, such as:*

'**Send an email to the lead'**: Automatically send an email to the lead informing them about the delay in the closing date and offering a new date.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FEd4U76dBSwaIwQAjkWxZ%2Fimage.png?alt=media&amp;token=c8743b69-bc79-4624-a2ff-f51ead8d933b" alt=""><figcaption></figcaption></figure>

Configure the message to be sent to your employee. Enter the account the message will be sent from, the account that will receive it, and describe the message.&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FaieY9dtpRUtBuQ64G3sx%2Fimage.png?alt=media&amp;token=99baab93-aff1-4ba8-b723-0a958a383c40" alt=""><figcaption></figcaption></figure>

After saving your automation, click on the '<mark style="color:green;">**Play**</mark>' icon to activate it.&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F0QIhxMAVQVD4QZymHsXv%2Fimage.png?alt=media&amp;token=2c67deb6-751b-41d4-a687-428447767c78" alt=""><figcaption></figcaption></figure>

*With the automation configured, whenever an expected closing date is overdue, your employee will receive a WhatsApp notification to be alerted about the delay and take the necessary action.*

<mark style="color:purple;">**See similar articles:**</mark>

{% content-ref url="/pages/80e6c8e4d3ddf5ed225a8e8dff4239bc17b5bde0" %}
[CRM - Automations](/en/topics/general/crm/crm-automations.md)
{% endcontent-ref %}

{% content-ref url="/pages/4a1c7e56fdf5b057a091070b52862d8b0cbe813f" %}
[CRM](/en/topics/general/crm.md)
{% endcontent-ref %}


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