CRM - CRM automation changing the responsible person for the Opportunity

In SprintHub it is possible to change the person responsible for the Opportunity and do so automatically, optimizing working time in your CRM.

Follow the steps below:

1. Create the automation:

• Access your CRM: Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

2. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Set up a Trigger: Choose a trigger of your preference (in the example, “An opportunity field is updated” was used).

• Set the Condition: Choose a condition of your preference (in the example, “The opportunity value is...” was used).

• Choose the Action: Change the person responsible for the opportunity.

• Configure the Action: Choose the “type of assignee” to be inserted and then save.

• Describe exactly what the action will do.

• Additional Settings: Choose according to your strategy.

• Save the Automation: After configuring, save the automation.

In cases where the Lead's permission is already tied to a user, it will be necessary to include an Action to “Change Lead access permissions.”

3. Run the Automation:

• Start the Automation: Press “play” to begin execution.

It is possible to create this same automation in the pipeline. To do so, switch to the “Pipeline Automations” tab and click “+ New Automation.”

Done! Your automation is configured and running.