You can also move pipeline or stage opportunities through CRM automations.
In this example, we will create a stage automation in which when the lead replies to the message, we will move the opportunity to the next stage within the same pipeline.
Follow the step-by-step below:
1 - Go to CRM;
2 - Click the automation icon, then click + to create a new automation in this stage.
3 - Add a title, then set:
Trigger: When the lead sends a message >> Any message, and also set the message channel.
Action: Change the opportunity's pipeline/stage >> Choose the destination and save.
Leave only a single trigger per lead, and the status open.
To create the automation to move the opportunity between pipelines, choose this same action “Change the opportunity's pipeline/stage”, select the pipeline and the pipeline stage.
