# 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 make a CRM automation by changing the lead's 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="/files/c2b77d709df3994b8d7bc6532fd4781e4a453598" alt=""><figcaption></figcaption></figure>

2 - Click the + sign to create a new automation

<figure><img src="/files/b3742ee7e143f9e2f457bc43b1cb80d9b7647801" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/a1f34cae1fe9565d8db31c1527c964887b10dbe8" alt=""><figcaption></figcaption></figure>

4 - Choose the actions:&#x20;

**Change the lead's stage and select the new stage**

**Change the opportunity's funnel/step and choose the funnel and step to which it will advance**

<figure><img src="/files/099bad88b87301f38b8eea354e140320ebaef4ce" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/9a46a3f8de92bc8b1ed0d0c1469c9a46cf49fdef" alt=""><figcaption></figcaption></figure>

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