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

<figure><img src="/files/a5149e4503d67ac5780951a100fcee4501173aa0" alt=""><figcaption></figcaption></figure>

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

Access the **CRM**, and click on **Automations**;

<figure><img src="/files/d2807733fef72c7255a186badb96273dad17800e" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/d4775cbb0edec4ba4a0f6711a6dd56a957bd4525" alt=""><figcaption></figcaption></figure>

Set the **settings**;

<figure><img src="/files/558ec6ad6abe6e6e18016316c93fb4caa78ccf49" 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 set 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="/files/d17bcef83d83964d9c4ae3a2d5a401d20e105635" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/31fa2bee437c34976fb0f6b32eb32e17346bc81c" 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="/files/bf551a2c39361a114764a7650f64a55b7a413c06" 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 %}


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