> 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-what-is-the-opportunity-status.md).

# CRM - Automations in CRM with the condition "What is the opportunity status?"

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F5R9Dq4EDi11Dz5x1Fyuo%2Fimage.png?alt=media&amp;token=bcf91584-4127-47e5-a9b6-b7672a3de8b2" alt=""><figcaption></figcaption></figure>

The opportunity status is a representation of the stage it is in within the company's sales funnel. Typical statuses can include "prospecting", "negotiation", "closed", and so on.

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%2F2y2EvGNaPtL7nm1vPBhu%2Fimage.png?alt=media&amp;token=a0a87014-39bb-46aa-985c-15e1d508932c" alt=""><figcaption></figcaption></figure>

Define the **title** and the **condition**, which, in this case, will be '*What is the opportunity status?*'.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fzns7SzMh8yDnqaOifGd8%2Fimage.png?alt=media&amp;token=b7a39219-d808-4122-9318-c3b287809474" alt=""><figcaption></figcaption></figure>

Define the **settings**;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FaYNJkvzSe0sakGOwbHy5%2Fimage.png?alt=media&amp;token=2dbb2c0d-a14e-422a-aa24-7707bb9cee07" 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 email to the lead**'. Depending on the lead's status, a personalized email will be sent to them. This demonstrates commitment and agility in customer service.

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

'**Create Task**': You can schedule a task for the team to make a personalized follow-up after a certain status.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FOACWL859IaAlfm5YToQ7%2Fimage.png?alt=media&amp;token=8b5f181f-9a21-496d-b0fb-e9e4e3b9709d" alt=""><figcaption></figcaption></figure>

Provide the information for the new task that will be created and click Save;&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FavZESjkch1iqX5ejGitf%2Fimage.png?alt=media&amp;token=137584be-4ca5-48bd-bcb2-a5ef1fd1cd46" 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%2FSvXeU1kAcYcQKhZAl6RP%2Fimage.png?alt=media&amp;token=19e1043b-cbbc-49dd-b29f-a2d06f16b64e" alt=""><figcaption></figcaption></figure>

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

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