> 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-comments-automation-on-opportunities.md).

# CRM - Comments Automation on Opportunities

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FJDINodIUaKq4VlkwdyoB%2Fundraw_Wall_post_re_y78d.png?alt=media&amp;token=21874359-491c-466c-8fa7-58a8c574e0fe" alt="" width="375"><figcaption></figcaption></figure>

### 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. In this way, you will be able to 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 creating: Click on "Create Automation" using the "+" button.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfmaHmAOikIDT0oJVQ75IV__FhEDuHLe3Aahmi70w8tXgUoSgnGjGC0kvttKR09sGhPIPz7O6t_gdbBo6WPs_mCVijYnex0qIKOY4MkgZlIJUmOaC13vn-eFFxnZqzE7GWmIDBqh1_jv8fPBF8Hf68jxQc?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXecm0q5Ux_3tcqSXufSgAhgoMmUAqSL_zdInQ5UnpGBizj8mGVddJ5_kJOg4pe010gLtgmhz3tlWNux9LockMjpX8dhUr_LwRerk1RTpHQAcin47Puy3IuaFzSq0tvu0lVYG1Khes91NN0ubrZG7aJ2lmL2?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

2. **Configure and Save:**

* **Enter a Title:** Give the automation a descriptive name.
* **Configure a Trigger:** Choose a trigger of your preference.
* **Set up the Condition:** Choose a condition of your preference.

> But attention: 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.

{% hint style="info" %}
*<mark style="color:blue;">In this example, no triggers or conditions were used, as the automation will be triggered directly by the creation of the Opportunity in the stage.</mark>*
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdiZp5xVf264RcOgA-UeiU0U_6f48NMi2b8p-3tfy5PE4h0es3ogUGEKJ_YpMfNekG4ecQn3Rs1-LzFbawGh_KzavqidSUAlzkqoigauzQolMWSIcU2uKo4zA4avCTbvwRAW70C8lBePCvjs2qd8XyRv3jE?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdZe0m2Tp0Y-lDciIyQbrz8uMkOZp4fLCgZU7ZKbn5sfzVBC_ItJvgq9hWKreI6uQ5d74HcVqlQSj3tkN8lvHwx0b6lre8CnMpqk9xcqpGW1r0fithQj3W2ugdJu_UYHBDfWGmO--zUn60QczXLtL4SswKU?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcHT3sgVkgHSCERkQ6ozW4OPYTXR2kpkz6Ls86-rCFJTefn6PyRcpbiOD1cZLgGlC2ltBOe-zpJ4Q10dwgUUxnBKR1hpJcq23QxfOPN7WdfyMRc8tREaaNvRdIYzPcD2n7TqiWmIC6Wd2tDTfuz9LekP2A?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

3. **Run the Automation:**

* **Start the Automation:** Press the “play” button to start execution.

*Done! Your automation is configured and working.*

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdNNr3NWtIcy-elg8fbdaPhN3e54o8THXINfDeungsMzW8q_GzhyedTxjuYskmZOvu6MsqdOaPAi9swiWCaLahCjTcRIPTsAHO6GVALkV-GMRwDY1TeUVPTDtIHWaUvuEhl6Nh7jjNjQ4BN2KaQ4Z3C7k-K?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcfTfpwpRqBlDeegkZFEEoKlFGgqwyHmj1XIiw1KWkb4aztO_1rIGHkvJS7-_rLYTrYZhzSUlOO0IC6GxpgAnlTAuTSu8elQIWISKg-dgLhwpbQCHxZ2GUC4X2VJziTT1pgoNDOUZZEQnYdBxJYmLvv9dM?key=rkQNgAwh95gkeSsDEFg43711" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:blue;">To create this automation in the funnel, switch to the “Pipeline Automations” tab and click “+ New Automation.”</mark>*
{% endhint %}

**CONCLUSION**

Implementing comment automation on opportunities within Sprinthub is a strategy that optimizes communication and tracking of each stage of the sales process. With this feature, your team gains real-time visibility into updates on each opportunity, allowing for more precise alignment in closing actions and 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 in sync to make quick, assertive decisions, increasing efficiency and the conversion rate of deals in Sprinthub.


---

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