CRM - How to create a CRM automation that changes the lead stage and step

Now that you already know how to create stages and understand their purposes, learn how to set up a CRM automation by changing the lead stage and the step when a lead schedules a meeting.

Follow the steps below:

1 - In the CRM stage funnel, click the automation icon

2 - Click the + sign to create a new automation

3 - Choose the trigger “Did the lead attend a meeting?” Choose the calendar

4 - Choose the actions:

Change the lead stage and select the new stage

Change the opportunity funnel/stage and choose the funnel and stage to which it will move forward

5 - Save the automation and choose to apply it to existing opportunities