> 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-create-an-automation-to-change-funnel-or-stage-automatically.md).

# CRM - Create an automation to change funnel or stage automatically

Go to General > CRM

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FZXepyEBLJcpN6yp15a0n%2Fimage.png?alt=media&amp;token=2d06ba7c-11c0-408f-8dd0-c70a4290e4fd" alt=""><figcaption></figcaption></figure>

Open the funnel where you want to create the automation and click the automation icon

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FDuE0hkBVwdQvLoLLZHKE%2Fimage.png?alt=media&amp;token=1fd0e310-7ba6-438c-832f-130f1a2e6d13" alt=""><figcaption></figcaption></figure>

When you create this stage automation, as soon as the lead reaches it, it will trigger the automation.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F6iXKY4eMPu5EmIrieOvV%2Fimage.png?alt=media&amp;token=a576cd4c-3fe4-475f-a209-b018a9d6ab6c" alt=""><figcaption></figcaption></figure>

Select the funnel and stage to transfer the opportunity.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F8qg6tXFcnwGHB0erpFW4%2Fimage.png?alt=media&amp;token=8191258e-8e39-4965-adcc-35e97769c2a4" alt=""><figcaption></figcaption></figure>

As soon as the lead enters the stage where the automation was created, it will be triggered, and the opportunity will be moved to the desired funnel and stage.


---

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