> 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-how-to-create-a-crm-automation-that-changes-the-lead-stage-and-the-pipeline-stage.md).

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

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FuptaRxROPhDfbEX9JbG8%2Fet1.png?alt=media&amp;token=b4fe2b04-f6ec-4636-972f-fd23904de01f" alt=""><figcaption></figcaption></figure>

2 - Click the + sign to create a new automation

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Ff1DpC6Lo2oDB2T9CmvjN%2Fet2.png?alt=media&amp;token=842cf190-5c3b-4560-8c02-8ac1abaf0433" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FGYWZa2A3kqoDCb6JMJUB%2Fet3.png?alt=media&amp;token=7d67647a-6528-43fb-9b5b-c39394fd78de" alt=""><figcaption></figcaption></figure>

4 - Choose the actions:&#x20;

**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**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FueJONp9y2mVOW8FRC8ry%2Festg.png?alt=media&amp;token=a14cb675-b77f-437a-8a0f-768c942689a8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FOvfAebT2o7jTsHpbZ4xu%2Fet8.png?alt=media&amp;token=85372ce2-c837-4ad4-8598-910a6a588055" alt=""><figcaption></figcaption></figure>

<br>


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